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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
EL
1076
EWA LLC
Pennsylvania
$391K +$1.58K +7 +0.4%
VAG
1077
VisionPoint Advisory Group
Texas
$391K +$403K +1,787 New
AWM
1078
Angeles Wealth Management
California
$390K +$46.1K +204 +13%
NHT
1079
New Hampshire Trust
New Hampshire
$389K
KFA
1080
Kelleher Financial Advisors
New York
$389K +$401K +1,777 New
ML
1081
Mayport LLC
Massachusetts
$388K +$1.13K +5 +0.3%
FDCP
1082
Foster Dykema Cabot & Partners
Massachusetts
$386K +$82.2K +364 +26%
SWA
1083
Stratos Wealth Advisors
Ohio
$385K -$1.35K -6 -0.3%
NPF
1084
Norris Perne & French
Michigan
$384K
FC
1085
FORA Capital
Florida
$383K -$716K -3,173 -64%
PI
1086
PFG Investments
New York
$383K -$136K -604 -26%
DAS
1087
Dynamic Advisor Solutions
Arizona
$382K -$25.3K -112 -6%
FWA
1088
FSM Wealth Advisors
Ohio
$380K +$24.8K +110 +7%
TW
1089
TritonPoint Wealth
Maryland
$379K -$6.55K -29 -2%
RIL
1090
Rothschild Investment LLC
Illinois
$377K -$26K -115 -6%
Fisher Asset Management
1091
Fisher Asset Management
Washington
$376K -$102K -450 -21%
DWP
1092
Daymark Wealth Partners
Ohio
$375K +$110K +489 +40%
SWM
1093
SeaCrest Wealth Management
New York
$375K -$5.42K -24 -1%
CPIG
1094
Chicago Partners Investment Group
Illinois
$374K +$17.8K +79 +5%
RMCM
1095
Reynders McVeigh Capital Management
Massachusetts
$374K -$13.5K -60 -3%
DWA
1096
Douglass Winthrop Advisors
New York
$373K
MA
1097
MCF Advisors
Kentucky
$373K
IGAM
1098
iA Global Asset Management
Quebec, Canada
$372K -$12.9M -57,032 -97%
AAMC
1099
Asset Allocation & Management Company
Illinois
$372K
JAG
1100
Journey Advisory Group
Kentucky
$372K

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.