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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
Hudson Bay Capital Management
1101
Hudson Bay Capital Management
Connecticut
$317K -$985K -4,791 -75%
RBC
1102
Roble Belko & Company
Pennsylvania
$316K
DMBA
1103
Deseret Mutual Benefit Administrators
Utah
$312K
WB
1104
WesBanco Bank
West Virginia
$310K +$74.7K +363 +31%
B
1105
Bailard
California
$310K +$1.85K +9 +0.6%
SFS
1106
Stiles Financial Services
Minnesota
$309K +$617 +3 +0.2%
CWP
1107
Capital Wealth Planning
Florida
$308K +$26.7K +130 +9%
SIM
1108
Sentry Investment Management
Wisconsin
$307K -$12.8K -62 -4%
JWWM
1109
Johnson & White Wealth Management
Pennsylvania
$306K
IP
1110
Ignite Planners
California
$306K +$16.2K +79 +5%
IGAM
1111
iA Global Asset Management
Quebec, Canada
$306K -$37K -180 -11%
SW
1112
SlateStone Wealth
Florida
$306K +$411 +2 +0.1%
RMDI
1113
R.M. Davis Inc
Maine
$306K -$20.6K -100 -6%
VA
1114
VestGen Advisors
Illinois
$306K +$42K +204 +16%
IA
1115
IFC Advisors
California
$303K -$194K -943 -39%
PWMG
1116
Prestige Wealth Management Group
New Jersey
$303K +$3.5K +17 +1%
YIM
1117
Yoffe Investment Management
Pennsylvania
$302K
VF
1118
Vest Financial
Virginia
$302K +$109K +530 +55%
NI
1119
Natural Investments
California
$301K +$308K +1,498 New
OTL
1120
Oak Thistle LLC
New York
$300K -$2.63M -12,767 -90%
DW30
1121
Drucker Wealth 3.0
New Jersey
$299K +$27.8K +135 +10%
AC
1122
AXQ Capital
New Jersey
$299K -$382K -1,859 -56%
CT
1123
Colonial Trust
South Carolina
$299K -$1.65K -8 -0.5%
BRWA
1124
B. Riley Wealth Advisors
Florida
$299K -$151K -736 -33%
RP
1125
Riverwater Partners
Wisconsin
$297K +$86.4K +420 +40%

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.