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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
TA
1076
TFB Advisors
Kansas
$336K -$199K -966 -37%
MG
1077
Mather Group
Illinois
$335K -$96.7K -470 -22%
TC
1078
TFR Capital
Texas
$333K -$42.4K -206 -11%
TW
1079
TritonPoint Wealth
Maryland
$332K -$17.3K -84 -5%
RW
1080
RVW Wealth
California
$331K
SWM
1081
SeaCrest Wealth Management
New York
$330K -$21.2K -103 -6%
MC
1082
Middleton & Co
Massachusetts
$330K +$336K +1,635 New
MSFS
1083
Main Street Financial Solutions
Pennsylvania
$329K +$136K +659 +68%
BA
1084
Bellwether Advisors
Nebraska
$329K +$4.11K +20 +1%
CA
1085
Continuum Advisory
Idaho
$328K -$530K -2,576 -61%
TL
1086
Tradewinds LLC
North Carolina
$326K +$333K +1,617 New
LJHT
1087
Laurie J. Hall Trustee
$324K
MSFP
1088
Mark Sheptoff Financial Planning
Connecticut
$324K
PHAM
1089
Palisades Hudson Asset Management
Florida
$324K
EA
1090
Everpar Advisors
Oklahoma
$324K -$110K -533 -25%
GPW
1091
Genesis Private Wealth
Virginia
$324K +$60.7K +295 +23%
RCAG
1092
Rehmann Capital Advisory Group
Michigan
$322K -$5.14K -25 -2%
Fisher Asset Management
1093
Fisher Asset Management
Washington
$322K -$24.9K -121 -7%
TWA
1094
TCI Wealth Advisors
Arizona
$321K +$1.23K +6 +0.4%
GEM
1095
Global Endowment Management
North Carolina
$321K +$102K +497 +45%
LGWM
1096
Litman Gregory Wealth Management
California
$320K
ONB
1097
Old National Bancorp
Indiana
$319K +$41.5K +202 +15%
CM
1098
Capital Management
Virginia
$318K
CAM
1099
Carret Asset Management
New York
$318K
DA
1100
Detalus Advisors
Missouri
$318K

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.