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MRSH

Marsh

1,606 hedge funds and large institutions have $97.1B invested in Marsh in 2025 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 617 increasing their positions, 592 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $154M | Put options by funds: $123M

4% more repeat investments, than reductions

Existing positions increased: 617 | Existing positions reduced: 592

1% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 128

0.58% more ownership

Funds ownership: 90.23%90.81% (+0.58%)

1% less funds holding

Funds holding: 1,6221,606 (-16)

10% less capital invested

Capital invested by funds: $108B → $97.1B (-$11B)

47% less funds holding in top 10

Funds holding in top 10: 3619 (-17)

Holders
1,606
Holders Change
-16
Holders Change %
-0.99%
% of All Funds
21.15%
Holding in Top 10
19
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-47.22%
% of All Funds
0.25%
New
129
Increased
617
Reduced
592
Closed
128
Calls
$154M
Puts
$123M
Net Calls
+$30.9M
Net Calls Change
+$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
951
Fogel Capital Management
Florida
$572K +$590K +2,614 New
TA
952
TFB Advisors
Kansas
$566K +$903 +4 +0.2%
CWM
953
C2C Wealth Management
Arizona
$564K
FAIM
954
Financial Advocates Investment Management
Washington
$560K +$83.3K +369 +17%
WKWM
955
Walter & Keenan Wealth Management
Indiana
$558K +$2.26K +10 +0.4%
SPC
956
Sigma Planning Corp
Michigan
$553K +$62.1K +275 +12%
MFA
957
Mayflower Financial Advisors
Massachusetts
$549K +$86K +381 +18%
EFA
958
Evernest Financial Advisors
Indiana
$549K +$75.9K +336 +15%
MUAMU
959
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$547K -$677K -3,000 -55%
BCB
960
Brian C. Broderick
$547K
AIM
961
Advyzon Investment Management
Illinois
$544K +$23.9K +106 +4%
WS
962
Wela Strategies
Georgia
$542K +$35K +155 +7%
AIP
963
ARS Investment Partners
New York
$542K
MA
964
Montag & Associates
Georgia
$541K
LGF
965
LGT Group Foundation
Liechtenstein
$541K
SWP
966
Strategic Wealth Partners
Ohio
$540K +$558K +2,470 New
SWAG
967
Spectrum Wealth Advisory Group
California
$537K +$226 +1 +0%
IA
968
IFC Advisors
California
$535K -$16K -71 -3%
KP
969
Keel Point
Alabama
$534K +$33.9K +150 +7%
AWM
970
Aberdeen Wealth Management
Illinois
$533K
SAW
971
Signal Advisors Wealth
Michigan
$532K -$3.16K -14 -0.6%
GP
972
Geneva Partners
Wisconsin
$527K -$3.78M -16,736 -87%
RIM
973
Reliant Investment Management
Tennessee
$527K -$5.08M -22,493 -90%
FWM
974
Foguth Wealth Management
Michigan
$527K -$9.71K -43 -2%
CBUSF
975
Construction & Building Unions Superannuation Fund
Australia
$525K -$452K -2,000 -45%

MRSH Hedge Fund Activity: Q2 2025 in Review

1,606 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q2 2025, worth a combined $97.1B — down 10% from $108B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new MRSH positions and 128 closed out — a net gain of 1 holder — while 617 added to existing stakes and 592 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $725M. The largest seller was Fidelity Investments, cutting an estimated $477M.

  • 1,606 institutional investors held Marsh (MRSH) as of Q2 2025, down from 1,622 in Q1 2025.
  • Funds reported $97.1B of Marsh stock for Q2 2025, down 10% quarter-over-quarter.
  • 129 funds opened new Marsh positions in Q2 2025 and 128 closed out, a net change of +1 holder.
  • The largest Marsh buyer in Q2 2025 was Capital Research Global Investors, an estimated $725M added.
  • The largest Marsh seller in Q2 2025 was Fidelity Investments, an estimated $477M sold.

Based on aggregated 13F filings for Q2 2025.