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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
SAG
1051
SageView Advisory Group
California
$345K -$13.1K -70 -4%
WWC
1052
Waypoint Wealth Counsel
Georgia
$344K +$346K +1,853 New
HWMO
1053
Heritage Wealth Management (Ohio)
Ohio
$344K
OL
1054
Optas LLC
Texas
$339K +$1.12K +6 +0.3%
LWP
1055
LeClair Wealth Partners
Ohio
$338K
FWA
1056
FSM Wealth Advisors
Ohio
$335K -$15.9K -85 -4%
DA
1057
Dillon & Associates
Michigan
$335K -$3.18K -17 -0.9%
VV
1058
Verity & Verity
South Carolina
$334K +$336K +1,800 New
PWAM
1059
Private Wealth Asset Management
Iowa
$334K
ML
1060
Mayport LLC
Massachusetts
$334K +$4.49K +24 +1%
FMP
1061
Financial Management Professionals
Texas
$332K -$1.68K -9 -0.5%
KFA
1062
Kelleher Financial Advisors
New York
$330K +$374 +2 +0.1%
NHT
1063
New Hampshire Trust
New Hampshire
$330K
CGL
1064
Clarius Group LLC
Washington
$329K -$14.8K -79 -4%
SG
1065
StoneX Group
New York
$327K +$15K +80 +5%
CCA
1066
Childress Capital Advisors
Texas
$327K -$68.4K -366 -17%
PI
1067
PFG Investments
New York
$326K +$10.5K +56 +3%
SAM
1068
Summit Asset Management
Tennessee
$326K
NPF
1069
Norris Perne & French
Michigan
$326K
AWA
1070
AGH Wealth Advisors
Kansas
$326K -$13.8K -74 -4%
EFA
1071
Evernest Financial Advisors
Indiana
$324K -$88K -471 -20%
IP
1072
Ignite Planners
California
$323K +$37.2K +199 +13%
SGWP
1073
Sun Group Wealth Partners
California
$322K +$325K +1,738 New
TW
1074
Tempo Wealth
Ohio
$322K +$324K +1,736 New
FMLI
1075
Fukoku Mutual Life Insurance
Japan
$321K -$20K -107 -6%

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.