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MRSH

Marsh

1,586 hedge funds and large institutions have $80.9B invested in Marsh in 2025 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 526 increasing their positions, 642 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $131M | Put options by funds: $78.7M

27% more first-time investments, than exits

New positions opened: 215 | Existing positions closed: 169

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

0.98% more ownership

Funds ownership: 87.98%88.96% (+0.98%)

1% more funds holding

Funds holding: 1,5721,586 (+14)

7% less capital invested

Capital invested by funds: $87.2B → $80.9B (-$6.27B)

18% less repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 642

Holders
1,586
Holders Change
+14
Holders Change %
+0.89%
% of All Funds
19.29%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.22%
New
215
Increased
526
Reduced
642
Closed
169
Calls
$131M
Puts
$78.7M
Net Calls
+$52.7M
Net Calls Change
+$40.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
926
Private Trust Company
Ohio
$531K -$2.22M -11,853 -81%
KA
927
Kearns & Associates
California
$531K
PFA
928
Pure Financial Advisors
California
$524K +$33.6K +180 +7%
SWM
929
Sterling Wealth Management
Illinois
$523K
AHL
930
Abel Hall LLC
Louisiana
$522K +$525K +2,811 New
TWM
931
Thrive Wealth Management
Pennsylvania
$521K -$148K -791 -22%
SFO
932
Stokes Family Office
Louisiana
$521K +$168K +900 +47%
MWM
933
Meritas Wealth Management
California
$520K
SWA
934
SOA Wealth Advisors
New York
$512K
ACM
935
Advisors Capital Management
New Jersey
$512K +$63.9K +342 +14%
IWM
936
IHT Wealth Management
Illinois
$512K +$83.9K +449 +19%
RF
937
Rossby Financial
Florida
$511K -$324K -1,736 -39%
AFG
938
Atomi Financial Group
New York
$510K -$161K -862 -24%
MM
939
MQS Management
New York
$509K +$267K +1,431 +109%
PGA
940
Portland Global Advisors
Maine
$508K -$79.6K -426 -13%
M
941
MATAURO
New York
$508K -$200K -1,071 -28%
AWA
942
Archvest Wealth Advisors
California
$504K -$23.4K -125 -4%
FBB
943
Fulton Breakefield Broenniman
Maryland
$503K -$1.14M -6,119 -69%
CCA
944
Corps Capital Advisors
Texas
$501K +$505K +2,700 New
VM
945
Venator Management
Pennsylvania
$501K +$505K +2,700 New
WPW
946
Warther Private Wealth
Ohio
$501K +$37.2K +199 +8%
PCH
947
PGIM Custom Harvest
New Jersey
$501K -$5.05K -27 -1%
PCM
948
Penserra Capital Management
California
$500K -$5.98K -32 -1%
PMSA
949
Patrick M. Sweeney & Associates
Illinois
$498K +$43.9K +235 +10%
EI
950
Ellevest Inc
New York
$498K +$71.6K +383 +17%

MRSH Hedge Fund Activity: Q4 2025 in Review

1,586 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q4 2025, worth a combined $80.9B — down 7.2% from $87.2B a quarter earlier.

Buyers outnumbered sellers: 215 funds opened new MRSH positions and 169 closed out — a net gain of 46 holders — while 526 added to existing stakes and 642 trimmed.

The largest buyer was Ninety One (UK), adding an estimated $410M. The largest seller was Capital Research Global Investors, cutting an estimated $350M.

  • 1,586 institutional investors held Marsh (MRSH) as of Q4 2025, up from 1,572 in Q3 2025.
  • Funds reported $80.9B of Marsh stock for Q4 2025, down 7.2% quarter-over-quarter.
  • 215 funds opened new Marsh positions in Q4 2025 and 169 closed out, a net change of +46 holders.
  • The largest Marsh buyer in Q4 2025 was Ninety One (UK), an estimated $410M added.
  • The largest Marsh seller in Q4 2025 was Capital Research Global Investors, an estimated $350M sold.

Based on aggregated 13F filings for Q4 2025.