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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
RP
1026
Riverwater Partners
Wisconsin
$366K +$93.3K +499 +34%
TPA
1027
Trivium Point Advisory
Connecticut
$364K -$157K -838 -30%
CWP
1028
Curated Wealth Partners
California
$363K +$366K +1,959 New
CFG
1029
CKW Financial Group
Hawaii
$363K +$935 +5 +0.3%
NFC
1030
Northstar Financial Companies
Pennsylvania
$362K +$2.62K +14 +0.7%
NL
1031
NWAM LLC
Washington
$362K -$26K -139 -7%
PA
1032
PharVision Advisers
Florida
$361K +$119K +637 +49%
FIA
1033
Foundations Investment Advisors
Arizona
$361K -$37.4K -200 -9%
JTWM
1034
Jackson Thornton Wealth Management
Alabama
$359K -$78.7K -421 -18%
PVI
1035
Pine Valley Investments
New Jersey
$358K +$374 +2 +0.1%
VF
1036
Vest Financial
Virginia
$358K +$80.2K +429 +29%
TWA
1037
Talisman Wealth Advisors
New Jersey
$356K -$23.7K -127 -6%
APW
1038
Acima Private Wealth
Virginia
$356K
TBA
1039
Tower Bridge Advisors
Pennsylvania
$355K -$1.31K -7 -0.4%
VAG
1040
VisionPoint Advisory Group
Texas
$354K +$36.4K +195 +11%
FWP
1041
FAS Wealth Partners
Kansas
$354K +$97K +519 +37%
HIP
1042
HUB Investment Partners
Texas
$354K +$357K +1,908 New
CP
1043
CenterBook Partners
Connecticut
$354K +$356K +1,906 New
GAM
1044
GEM Asset Management
Michigan
$354K -$935 -5 -0.3%
MFA
1045
Mayflower Financial Advisors
Massachusetts
$352K -$137K -732 -28%
AA
1046
Alta Advisers
United Kingdom
$348K -$74.8K -400 -18%
MWM
1047
Maridea Wealth Management
New York
$348K +$123K +656 +54%
CIA
1048
Caerus Investment Advisors
Texas
$347K +$350K +1,871 New
LWCFA
1049
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$347K -$253K -1,352 -41%
MWM
1050
Modera Wealth Management
New Jersey
$346K -$8.79K -47 -2%

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.