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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
TWA
1001
Talisman Wealth Advisors
New Jersey
$413K
WPW
1002
Waldron Private Wealth
Pennsylvania
$412K +$86.4K +420 +26%
SWM
1003
Stockman Wealth Management
Montana
$412K
GIA
1004
Gladstone Institutional Advisory
Florida
$411K +$35.4K +172 +9%
KIG
1005
Kessler Investment Group
Indiana
$411K -$617 -3 -0.1%
MIM
1006
Merrion Investment Management
New Jersey
$409K
CG
1007
Cynosure Group
Utah
$409K -$4.32K -21 -1%
NL
1008
NWAM LLC
Washington
$405K +$29K +141 +7%
SWP
1009
Stratos Wealth Partners
Ohio
$404K +$15.6K +76 +4%
DOA
1010
D'Orazio & Associates
Virginia
$403K -$58.4K -284 -12%
HCM
1011
Hutchinson Capital Management
California
$403K
KCM
1012
Kornitzer Capital Management
Kansas
$403K
SCI
1013
S&CO Inc
Massachusetts
$403K
TB
1014
Terril Brothers
Missouri
$403K +$189K +920 +85%
KP
1015
Keel Point
Alabama
$396K -$98.5K -479 -20%
GAM
1016
GEM Asset Management
Michigan
$395K +$399K +1,938 New
WCM
1017
Wallace Capital Management
Texas
$395K
CFG
1018
CKW Financial Group
Hawaii
$393K +$823 +4 +0.2%
GWA
1019
Gratus Wealth Advisors
Virginia
$392K
UFF
1020
USA Financial Formulas
Michigan
$392K -$49.8K -242 -11%
NFC
1021
Northstar Financial Companies
Pennsylvania
$391K
PVI
1022
Pine Valley Investments
New Jersey
$389K +$28.6K +139 +8%
SAG
1023
SageView Advisory Group
California
$389K +$152K +738 +62%
TBA
1024
Tower Bridge Advisors
Pennsylvania
$388K -$41.1K -200 -9%
APW
1025
Acima Private Wealth
Virginia
$386K +$7.4K +36 +2%

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.