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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
ECM
951
Element Capital Management
New York
$503K +$514K +2,498 New
AIP
952
ARS Investment Partners
New York
$499K
MA
953
Montag & Associates
Georgia
$499K
LGF
954
LGT Group Foundation
Liechtenstein
$498K
GAM
955
Groupama Asset Management
France
$498K -$48.3K -235 -9%
SWAG
956
Spectrum Wealth Advisory Group
California
$495K -$206 -1 -0%
PMSA
957
Patrick M. Sweeney & Associates
Illinois
$493K +$7.4K +36 +1%
PIM
958
Penobscot Investment Management
Massachusetts
$492K +$51.4K +250 +11%
Capstone Investment Advisors
959
Capstone Investment Advisors
New York
$491K +$89.1K +433 +22%
AWM
960
Aberdeen Wealth Management
Illinois
$491K
GCA
961
Genesee Capital Advisors
New York
$490K -$293K -1,427 -37%
ACM
962
Advisors Capital Management
New Jersey
$487K +$33.9K +165 +7%
JTWM
963
Jackson Thornton Wealth Management
Alabama
$483K +$485K +2,358 New
EB
964
Eastern Bank
Massachusetts
$483K +$55.5K +270 +13%
EFA
965
Evernest Financial Advisors
Indiana
$477K -$29.8K -145 -6%
PIA
966
Powell Investment Advisors
Florida
$475K
SIA
967
Soltis Investment Advisors
Utah
$474K +$192K +933 +66%
TPI
968
Trust Point Inc
Wisconsin
$473K +$76.5K +372 +19%
AI
969
AdvisorShares Investments
Maryland
$472K +$481K +2,340 New
JFL
970
Jarislowsky, Fraser Ltd
Quebec, Canada
$468K
EW
971
Evoke Wealth
California
$466K +$103K +500 +28%
IWM
972
IHT Wealth Management
Illinois
$465K +$11.9K +58 +3%
LAM
973
L2 Asset Management
Massachusetts
$465K +$20.8K +101 +5%
EI
974
Ellevest Inc
New York
$463K -$181K -880 -28%
GCP
975
GSA Capital Partners
United Kingdom
$461K -$22.4K -109 -5%

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.