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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
LFA
1026
Legacy Financial Advisors
Kentucky
$444K -$70.2K -311 -13%
MIM
1027
Merrion Investment Management
New Jersey
$444K
TC
1028
TownSquare Capital
Utah
$440K -$2.56M -11,343 -85%
Capstone Investment Advisors
1029
Capstone Investment Advisors
New York
$438K +$452K +2,004 New
HCM
1030
Hutchinson Capital Management
California
$437K -$315K -1,395 -41%
KCM
1031
Kornitzer Capital Management
Kansas
$437K
RFN
1032
RDA Financial Network
Iowa
$437K +$36.1K +160 +9%
SCI
1033
S&CO Inc
Massachusetts
$437K
OL
1034
Optas LLC
Texas
$437K -$6.32K -28 -1%
FMLI
1035
Fukoku Mutual Life Insurance
Japan
$434K
KCM
1036
Kanawha Capital Management
Virginia
$433K +$4.97K +22 +1%
TPI
1037
Trust Point Inc
Wisconsin
$432K +$35K +155 +9%
Koshinski Asset Management
1038
Koshinski Asset Management
Illinois
$431K +$64.1K +284 +17%
WCM
1039
Wallace Capital Management
Texas
$429K
GWA
1040
Gratus Wealth Advisors
Virginia
$425K
NFC
1041
Northstar Financial Companies
Pennsylvania
$424K +$34.5K +153 +9%
CFG
1042
CKW Financial Group
Hawaii
$424K +$903 +4 +0.2%
ECM
1043
Evergreen Capital Management
Washington
$424K -$13.3K -59 -3%
PFBT
1044
Parkside Financial Bank & Trust
Missouri
$424K +$90.8K +402 +26%
SWP
1045
Stratos Wealth Partners
Ohio
$422K -$17.8K -79 -4%
OCG
1046
Opus Capital Group
Ohio
$421K
JCM
1047
Jacobi Capital Management
Pennsylvania
$418K +$144K +640 +50%
JIC
1048
Joel Isaacson & Co
New York
$416K +$108K +478 +34%
CFP
1049
Catalyst Financial Partners
Massachusetts
$415K +$12.9K +57 +3%
AWM
1050
Avior Wealth Management
Nebraska
$414K -$14K -62 -3%

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.