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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
MWM
1026
Modera Wealth Management
New Jersey
$385K -$38K -185 -9%
SFO
1027
Stokes Family Office
Louisiana
$385K +$393K +1,910 New
JIC
1028
Joel Isaacson & Co
New York
$383K
JCM
1029
Jacobi Capital Management
Pennsylvania
$382K -$2.67K -13 -0.7%
FWA
1030
FSM Wealth Advisors
Ohio
$381K +$22.2K +108 +6%
LOAMU
1031
Lombard Odier Asset Management (USA)
New York
$379K +$387K +1,883 New
MSCM
1032
McElhenny Sheffield Capital Management
Texas
$377K -$211K -1,028 -35%
HWMO
1033
Heritage Wealth Management (Ohio)
Ohio
$373K
CGL
1034
Clarius Group LLC
Washington
$373K -$274K -1,331 -42%
GC
1035
Gilbert & Cook
Iowa
$372K
CPA
1036
Capital Performance Advisors
California
$370K +$378K +1,837 New
FMLI
1037
Fukoku Mutual Life Insurance
Japan
$370K -$30.4K -148 -7%
CFP
1038
Catalyst Financial Partners
Massachusetts
$369K -$13.8K -67 -4%
AWA
1039
AGH Wealth Advisors
Kansas
$369K -$1.44K -7 -0.4%
OCG
1040
Opus Capital Group
Ohio
$368K -$21K -102 -5%
OL
1041
Optas LLC
Texas
$367K -$36K -175 -9%
SAI
1042
Savvy Advisors Inc
New York
$367K -$44.6K -217 -11%
DA
1043
Dillon & Associates
Michigan
$367K
LWP
1044
LeClair Wealth Partners
Ohio
$367K
CPIG
1045
Chicago Partners Investment Group
Illinois
$365K +$44K +214 +12%
GWANC
1046
Guardian Wealth Advisors (North Carolina)
North Carolina
$365K -$823 -4 -0.2%
JAG
1047
Journey Advisory Group
Kentucky
$363K +$20.6K +100 +6%
PWAM
1048
Private Wealth Asset Management
Iowa
$362K +$26.7K +130 +8%
FMP
1049
Financial Management Professionals
Texas
$362K -$9.05K -44 -2%
DAS
1050
Dynamic Advisor Solutions
Arizona
$359K +$6.99K +34 +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.