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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
EA
1076
Everpar Advisors
Oklahoma
$321K +$23K +123 +8%
MW
1077
Marble Wealth
Alabama
$320K +$323K +1,727 New
AWM
1078
Avior Wealth Management
Nebraska
$319K -$1.87K -10 -0.6%
DWA
1079
Douglass Winthrop Advisors
New York
$317K -$374 -2 -0.1%
DMBA
1080
Deseret Mutual Benefit Administrators
Utah
$316K +$29.5K +158 +10%
DAS
1081
Dynamic Advisor Solutions
Arizona
$316K -$14.4K -77 -4%
GWA
1082
Gratus Wealth Advisors
Virginia
$315K -$46.5K -249 -13%
AHB
1083
Abner Herrman & Brock
New Jersey
$314K -$11.2K -60 -3%
IP
1084
Indivisible Partners
Florida
$313K +$316K +1,688 New
HC
1085
Hamilton Capital
Ohio
$313K +$316K +1,688 New
RMCM
1086
Reynders McVeigh Capital Management
Massachusetts
$313K +$187 +1 +0.1%
CBB
1087
Citizens Business Bank
California
$313K
WAS
1088
Westco Advisory Services
New York
$312K +$314K +1,681 New
BA
1089
Bellwether Advisors
Nebraska
$311K +$8.6K +46 +3%
CFP
1090
Catalyst Financial Partners
Massachusetts
$311K -$28.6K -153 -8%
EV
1091
EJMK Ventures
Illinois
$311K +$313K +1,677 New
FHC
1092
First Horizon Corporation
Tennessee
$310K +$145K +776 +87%
RW
1093
RVW Wealth
California
$309K +$3.74K +20 +1%
B
1094
Bailard
California
$309K +$23.2K +124 +8%
IP
1095
Investment Partners
Ohio
$308K -$8.6K -46 -3%
LFA
1096
Legacy Financial Advisors
Kentucky
$308K -$86.7K -464 -22%
MWA
1097
Meridian Wealth Advisors
Texas
$307K -$4.11K -22 -1%
PIM
1098
Penobscot Investment Management
Massachusetts
$307K -$147K -785 -32%
UB
1099
Umpqua Bank
Oregon
$306K -$8.97K -48 -3%
SWM
1100
SeaCrest Wealth Management
New York
$306K +$11.8K +63 +4%

MRSH Hedge Fund Activity: Q4 2025 in Review

1,586 of the 8,223 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.