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MRSH

Marsh

1,572 hedge funds and large institutions have $87.2B invested in Marsh in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 559 increasing their positions, 607 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $125M | Put options by funds: $113M

5% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 154

8% less repeat investments, than reductions

Existing positions increased: 559 | Existing positions reduced: 607

2% less funds holding

Funds holding: 1,6061,572 (-34)

2.83% less ownership

Funds ownership: 90.81%87.98% (-2.8%)

10% less capital invested

Capital invested by funds: $97.1B → $87.2B (-$9.93B)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,572
Holders Change
-34
Holders Change %
-2.12%
% of All Funds
20.63%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.22%
New
147
Increased
559
Reduced
607
Closed
154
Calls
$125M
Puts
$113M
Net Calls
+$12M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
926
Baker Tilly Wealth Management
Wisconsin
$556K +$567K +2,758 New
BPC
927
Bryce Point Capital
New York
$550K +$561K +2,730 New
PCM
928
Penserra Capital Management
California
$550K +$6.17K +30 +1%
PCH
929
PGIM Custom Harvest
New Jersey
$549K -$15.4K -75 -3%
AIM
930
Advyzon Investment Management
Illinois
$546K +$45.2K +220 +9%
CAM
931
Chesapeake Asset Management
New York
$545K -$8.23K -40 -1%
FAM
932
Fulcrum Asset Management
United Kingdom
$537K -$15.2K -74 -3%
NAG
933
Northstar Advisory Group
New Jersey
$537K +$548K +2,665 New
CAG
934
Csenge Advisory Group
Florida
$535K -$365K -1,773 -40%
AC
935
Avestar Capital
New York
$535K -$194K -945 -26%
NF
936
Nvest Financial
New Hampshire
$534K +$545K +2,649 New
CAI
937
Capital Advisors Inc
Oklahoma
$534K -$3.7K -18 -0.7%
PFA
938
Pure Financial Advisors
California
$533K -$65.6K -319 -11%
MYLI
939
Meiji Yasuda Life Insurance
Japan
$532K +$543K +2,639 New
GS
940
GTS Securities
New York
$531K +$242K +1,175 +80%
MFA
941
Mayflower Financial Advisors
Massachusetts
$530K +$24.3K +118 +5%
ECM
942
Evergreen Capital Management
Washington
$528K +$140K +683 +35%
BRM
943
Boston Research & Management
Massachusetts
$528K
FCM
944
Fogel Capital Management
Florida
$527K
QC
945
Quadrature Capital
United Kingdom
$523K +$534K +2,597 New
CWM
946
C2C Wealth Management
Arizona
$520K
PPWP
947
Premier Path Wealth Partners
New Jersey
$514K -$49.8K -242 -9%
SPC
948
Sigma Planning Corp
Michigan
$506K -$3.7K -18 -0.7%
WPW
949
Warther Private Wealth
Ohio
$504K -$30.9K -150 -6%
BCB
950
Brian C. Broderick
$504K

MRSH Hedge Fund Activity: Q3 2025 in Review

1,572 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q3 2025, worth a combined $87.2B — down 10% from $97.1B a quarter earlier.

Sellers outnumbered buyers: 154 funds closed out of MRSH and 147 opened new positions — a net loss of 7 holders — while 607 trimmed existing stakes and 559 added.

The largest buyer was ClearBridge Investments, adding an estimated $402M. The largest seller was Fidelity Investments, cutting an estimated $737M.

  • 1,572 institutional investors held Marsh (MRSH) as of Q3 2025, down from 1,606 in Q2 2025.
  • Funds reported $87.2B of Marsh stock for Q3 2025, down 10% quarter-over-quarter.
  • 147 funds opened new Marsh positions in Q3 2025 and 154 closed out, a net change of -7 holders.
  • The largest Marsh buyer in Q3 2025 was ClearBridge Investments, an estimated $402M added.
  • The largest Marsh seller in Q3 2025 was Fidelity Investments, an estimated $737M sold.

Based on aggregated 13F filings for Q3 2025.