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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
PIM
1001
Penobscot Investment Management
Massachusetts
$479K -$452 -2 -0.1%
UFF
1002
USA Financial Formulas
Michigan
$478K +$84.9K +376 +21%
PCM
1003
Parsons Capital Management
Rhode Island
$475K
BAM
1004
BTS Asset Management
Massachusetts
$473K +$489K +2,164 New
PA
1005
Procyon Advisors
Connecticut
$472K -$96.6K -428 -17%
EC
1006
EntryPoint Capital
New York
$470K +$197K +871 +68%
CCWM
1007
Cassaday & Co Wealth Management
Virginia
$469K +$10.2K +45 +2%
EA
1008
Everpar Advisors
Oklahoma
$468K +$27.5K +122 +6%
WFA
1009
WestHill Financial Advisors
California
$466K
MG
1010
Mather Group
Illinois
$466K -$8.8K -39 -2%
EB
1011
Eastern Bank
Massachusetts
$465K
TBA
1012
Tower Bridge Advisors
Pennsylvania
$464K
AAP
1013
Arax Advisory Partners
Colorado
$463K +$32.3K +143 +13%
SHWM
1014
Smith & Howard Wealth Management
Georgia
$459K
MWM
1015
Modera Wealth Management
New Jersey
$459K -$8.58K -38 -2%
TCWA
1016
Turtle Creek Wealth Advisors
Texas
$457K +$472K +2,089 New
CAM
1017
Congress Asset Management
Massachusetts
$456K
ACM
1018
Andina Capital Management
Utah
$456K +$13.3K +59 +3%
CA
1019
Cornerstone Advisory
Maryland
$451K +$12K +53 +3%
GLA
1020
Good Life Advisors
Pennsylvania
$450K -$26K -115 -5%
CG
1021
Cynosure Group
Utah
$448K -$3.61K -16 -0.8%
TWA
1022
Talisman Wealth Advisors
New Jersey
$448K -$11.3K -50 -2%
SWM
1023
Stockman Wealth Management
Montana
$447K -$67.7K -300 -13%
KIG
1024
Kessler Investment Group
Indiana
$446K -$23.7K -105 -5%
SAI
1025
Savvy Advisors Inc
New York
$446K +$98.7K +437 +27%

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.