We are live on ! Find out more
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
RBC
976
Roble Belko & Company
Pennsylvania
$455K +$166K +889 +57%
TSMHT
977
Thurston Springer Miller Herd & Titak
Indiana
$455K +$386K +2,066 +538%
MC
978
Middleton & Co
Massachusetts
$453K +$151K +808 +49%
FWM
979
Foguth Wealth Management
Michigan
$452K +$463K +2,479 New
AWM
980
Aberdeen Wealth Management
Illinois
$452K
TC
981
Trust Company
Kansas
$445K +$447K +2,393 +29,913%
JAG
982
Journey Advisory Group
Kentucky
$444K +$79.3K +424 +24%
ECM
983
Evergreen Capital Management
Washington
$442K -$44.5K -238 -9%
KF
984
Krilogy Financial
Missouri
$442K +$450K +2,405 New
PIA
985
Powell Investment Advisors
Florida
$438K
TPI
986
Trust Point Inc
Wisconsin
$435K -$374 -2 -0.1%
ACM
987
Andina Capital Management
Utah
$433K +$11.2K +60 +3%
AT
988
Avalon Trust
New Mexico
$430K -$116K -618 -21%
GWM
989
Goldenstone Wealth Management
California
$426K +$429K +2,295 New
PA
990
Procyon Advisors
Connecticut
$423K +$10.5K +56 +3%
JFG
991
Jefferies Financial Group
New York
$417K -$1.58M -8,479 -79%
IA
992
Intellus Advisors
Florida
$416K
GAM
993
Groupama Asset Management
France
$415K -$43.6K -233 -9%
FMI
994
Frec Markets Inc
California
$414K +$417K +2,233 New
AIP
995
ARS Investment Partners
New York
$413K -$46.7K -250 -10%
CCP
996
Clarkston Capital Partners
Michigan
$413K
FC
997
Financial Consulate
Maryland
$411K +$409K +2,188 +7,293%
WKWM
998
Walter & Keenan Wealth Management
Indiana
$410K -$4.67K -25 -1%
CWM
999
Calamos Wealth Management
Illinois
$409K -$9.81M -52,472 -96%
GWANC
1000
Guardian Wealth Advisors (North Carolina)
North Carolina
$406K +$71.2K +381 +21%

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.