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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
IP
1101
Investment Partners
Ohio
$371K +$1.35K +6 +0.4%
CBB
1102
Citizens Business Bank
California
$369K -$46.5K -206 -19%
GLA
1103
Great Lakes Advisors
Illinois
$368K -$166K -734 -30%
UB
1104
Umpqua Bank
Oregon
$368K +$49.2K +218 +14%
GWM
1105
Geneos Wealth Management
Colorado
$368K -$65.5K -290 -15%
AP
1106
Advisors Preferred
Maryland
$367K +$380K +1,685 New
AC
1107
ASB Consultores
Florida
$366K +$54.6K +242 +17%
KC
1108
Kinloch Capital
Virginia
$366K
PWAM
1109
Private Wealth Asset Management
Iowa
$365K +$15.6K +69 +4%
SRL
1110
Scientech Research LLC
New Jersey
$364K +$376K +1,667 New
WS
1111
Wedbush Securities
California
$363K +$142K +628 +61%
MWA
1112
Meridian Wealth Advisors
Texas
$361K +$677 +3 +0.2%
RW
1113
RVW Wealth
California
$359K -$8.35K -37 -2%
TPW
1114
Talon Private Wealth
Florida
$359K
RCA
1115
Resonant Capital Advisors
Wisconsin
$358K +$36.3K +161 +11%
WPW
1116
Waldron Private Wealth
Pennsylvania
$356K -$26.4K -117 -7%
RCAG
1117
Rehmann Capital Advisory Group
Michigan
$355K +$26.2K +116 +8%
RMDI
1118
R.M. Davis Inc
Maine
$354K -$40.6K -180 -10%
LFG
1119
Lockerman Financial Group
California
$354K -$13.1K -58 -3%
BA
1120
Bellwether Advisors
Nebraska
$353K -$677 -3 -0.2%
LJHT
1121
Laurie J. Hall Trustee
$352K
MSFP
1122
Mark Sheptoff Financial Planning
Connecticut
$352K
PHAM
1123
Palisades Hudson Asset Management
Florida
$351K
SI
1124
Sava Infond
Slovenia
$350K
VCA
1125
Verdence Capital Advisors
Maryland
$348K +$33.6K +149 +10%

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.