We are live on ! Find out more
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
KFA
1051
Kelleher Financial Advisors
New York
$358K +$206 +1 +0.1%
NHT
1052
New Hampshire Trust
New Hampshire
$358K
ML
1053
Mayport LLC
Massachusetts
$357K +$206 +1 +0.1%
FDCP
1054
Foster Dykema Cabot & Partners
Massachusetts
$356K
SAM
1055
Summit Asset Management
Tennessee
$354K +$361K +1,756 New
NPF
1056
Norris Perne & French
Michigan
$354K
AHB
1057
Abner Herrman & Brock
New Jersey
$353K +$360K +1,750 New
EL
1058
EWA LLC
Pennsylvania
$350K -$10.3K -50 -3%
LFG
1059
Lockerman Financial Group
California
$350K +$24.1K +117 +7%
BFM
1060
Boothbay Fund Management
New York
$349K -$424K -2,063 -54%
AWM
1061
Avior Wealth Management
Nebraska
$349K -$33.5K -163 -9%
UB
1062
Umpqua Bank
Oregon
$346K -$5.55K -27 -2%
MA
1063
MCF Advisors
Kentucky
$346K +$2.47K +12 +0.7%
VAG
1064
VisionPoint Advisory Group
Texas
$346K -$14.8K -72 -4%
WANY
1065
Wealthspire Advisors (New York)
New York
$346K -$124K -604 -26%
DWA
1066
Douglass Winthrop Advisors
New York
$345K +$411 +2 +0.1%
WCWM
1067
Willow Creek Wealth Management
California
$344K -$30K -146 -8%
GM
1068
GeoWealth Management
Illinois
$344K +$25.7K +125 +8%
IP
1069
Investment Partners
Ohio
$343K +$1.65K +8 +0.5%
PI
1070
PFG Investments
New York
$343K -$10.7K -52 -3%
RMCM
1071
Reynders McVeigh Capital Management
Massachusetts
$340K -$5.14K -25 -1%
CBB
1072
Citizens Business Bank
California
$340K
SG
1073
StoneX Group
New York
$339K +$64.6K +314 +23%
SCP
1074
Sivia Capital Partners
California
$339K +$105K +510 +44%
MWA
1075
Meridian Wealth Advisors
Texas
$338K +$5.96K +29 +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.