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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
GCP
976
GSA Capital Partners
United Kingdom
$524K +$541K +2,398 New
PCA
977
Pallas Capital Advisors
Massachusetts
$522K -$216K -958 -29%
EHWM
978
Eads & Heald Wealth Management
Georgia
$521K -$16.9K -75 -3%
PMSA
979
Patrick M. Sweeney & Associates
Illinois
$519K +$10.2K +45 +2%
JWCA
980
J.W. Cole Advisors
Florida
$517K +$144K +638 +37%
PIA
981
Powell Investment Advisors
Florida
$516K
PSP
982
Principal Street Partners
Tennessee
$512K +$264K +1,171 +100%
ALAM
983
Asahi Life Asset Management
Japan
$512K +$528K +2,340 New
JHP
984
James Hambro & Partners
United Kingdom
$509K -$109K -485 -17%
SMF
985
Scott Marsh Financial
Utah
$508K +$525K +2,324 New
JFL
986
Jarislowsky, Fraser Ltd
Quebec, Canada
$508K +$141K +623 +37%
WANY
987
Wealthspire Advisors (New York)
New York
$507K -$275K -1,219 -34%
DOA
988
D'Orazio & Associates
Virginia
$500K -$13.5K -60 -3%
AA
989
Alta Advisers
United Kingdom
$498K
ACM
990
Advisors Capital Management
New Jersey
$492K -$37.5K -166 -7%
IWM
991
IHT Wealth Management
Illinois
$492K -$12.4K -55 -2%
BAM
992
Blueshift Asset Management
New Jersey
$492K +$507K +2,248 New
BAM
993
Berkshire Asset Management
Pennsylvania
$491K -$37.5K -166 -7%
IA
994
Intellus Advisors
Florida
$490K
CCP
995
Clarkston Capital Partners
Michigan
$486K +$113K +500 +29%
BRWA
996
B. Riley Wealth Advisors
Florida
$485K +$501K +2,218 New
LAM
997
L2 Asset Management
Massachusetts
$483K +$28.9K +128 +6%
FCG
998
Fielder Capital Group
Tennessee
$482K -$40.4K -179 -8%
BCM
999
Brookstone Capital Management
Illinois
$482K +$24.4K +108 +5%
AF
1000
Atala Financial
California
$481K

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.