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MRSH

Marsh
MRSH

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: 1,606 → 1,572 (-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: 19 → 17 (-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

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$402M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$282M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$259M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$253M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$181M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$737M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$348M
3
BlackRock
BlackRock
New York
-$306M
4
Amundi
Amundi
France
-$291M
5
NLI
Nippon Life Insurance
Japan
-$270M
Name Holding Trade Value Shares
Change 		Change in
Stake
RI
976
Ridgewood Investments
New Jersey
$460K +$430K +2,091 +1,083%
AA
977
Alta Advisers
United Kingdom
$459K – – –
ACM
978
Andina Capital Management
Utah
$458K +$38.7K +188 +9%
EHWM
979
Eads & Heald Wealth Management
Georgia
$456K -$25.1K -122 -5%
IA
980
Intellus Advisors
Florida
$452K – – –
RIM
981
Reliant Investment Management
Tennessee
$451K -$36K -175 -7%
WKWM
982
Walter & Keenan Wealth Management
Indiana
$450K -$65.6K -319 -13%
CCP
983
Clarkston Capital Partners
Michigan
$448K – – –
PA
984
Procyon Advisors
Connecticut
$448K +$13.2K +64 +3%
FCG
985
Fielder Capital Group
Tennessee
$447K +$2.26K +11 +0.5%
BAM
986
Blueshift Asset Management
New Jersey
$446K -$7.4K -36 -2%
GH
987
GAM Holding
Switzerland
$446K +$455K +2,212 New
CA
988
Cornerstone Advisory
Maryland
$445K +$30K +146 +7%
ACM
989
Avalon Capital Management
California
$445K +$454K +2,207 New
AWM
990
Aprio Wealth Management
Georgia
$440K -$130K -630 -22%
PCM
991
Parsons Capital Management
Rhode Island
$438K – – –
CCWM
992
Cassaday & Co Wealth Management
Virginia
$434K +$2.06K +10 +0.5%
FIA
993
Foundations Investment Advisors
Arizona
$432K -$422K -2,050 -49%
WFA
994
WestHill Financial Advisors
California
$430K – – –
CCA
995
Childress Capital Advisors
Texas
$429K +$113K +550 +35%
LFA
996
Legacy Financial Advisors
Kentucky
$428K +$18.5K +90 +4%
RIL
997
Rothschild Investment LLC
Illinois
$424K +$78.6K +382 +22%
SHWM
998
Smith & Howard Wealth Management
Georgia
$423K – – –
CAM
999
Congress Asset Management
Massachusetts
$421K – – –
JWCA
1000
J.W. Cole Advisors
Florida
$415K -$62.9K -306 -13%
38 39
40
41 42

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.