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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
APW
1051
Acima Private Wealth
Virginia
$411K
WCA
1052
Westover Capital Advisors
Delaware
$410K -$903 -4 -0.2%
GIA
1053
Gladstone Institutional Advisory
Florida
$409K +$5.42K +24 +1%
QIM
1054
Quantitative Investment Management
Virginia
$408K -$5.69M -25,201 -93%
NAM
1055
NorthCrest Asset Manangement
Minnesota
$407K +$163K +723 +62%
CI
1056
Corient IA
Florida
$407K
TC
1057
TFR Capital
Texas
$406K +$10.8K +48 +3%
WCWM
1058
Willow Creek Wealth Management
California
$405K
CAU
1059
Caxton Associates (UK)
$405K +$419K +1,854 New
HWMO
1060
Heritage Wealth Management (Ohio)
Ohio
$405K
TI
1061
TrueMark Investments
Illinois
$405K +$418K +1,852 New
GC
1062
Gilbert & Cook
Iowa
$404K
FMP
1063
Financial Management Professionals
Texas
$403K +$361K +1,600 +664%
AWA
1064
AGH Wealth Advisors
Kansas
$401K +$7K +31 +2%
RWM
1065
Revisor Wealth Management
Ohio
$401K +$121K +537 +40%
HI
1066
Harbour Investments
Wisconsin
$399K +$129K +572 +46%
DA
1067
Dillon & Associates
Michigan
$398K +$3.84K +17 +0.9%
LWP
1068
LeClair Wealth Partners
Ohio
$398K -$226 -1 -0.1%
GWANC
1069
Guardian Wealth Advisors (North Carolina)
North Carolina
$396K -$10.2K -45 -2%
EW
1070
Evoke Wealth
California
$396K -$25.1K -111 -6%
DWM
1071
Dogwood Wealth Management
Kansas
$395K -$247K -1,094 -37%
NL
1072
NWAM LLC
Washington
$395K +$444K +1,967 New
IFU
1073
iSAM Funds (UK)
United Kingdom
$394K +$407K +1,802 New
PAS
1074
Point72 Asia (Singapore)
Singapore
$393K +$405K +1,796 New
PVI
1075
Pine Valley Investments
New Jersey
$392K -$2.26K -10 -0.6%

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.