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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
WPW
1101
Waldron Private Wealth
Pennsylvania
$302K -$78.5K -420 -21%
CCP
1102
Cane Capital Partners
Louisiana
$301K +$303K +1,623 New
HWP
1103
Hibernia Wealth Partners
Louisiana
$300K +$303K +1,619 New
RMDI
1104
R.M. Davis Inc
Maine
$300K +$18.7K +100 +7%
LJHT
1105
Laurie J. Hall Trustee
$299K
MSFP
1106
Mark Sheptoff Financial Planning
Connecticut
$299K
TC
1107
TFR Capital
Texas
$298K -$8.22K -44 -3%
PHAM
1108
Palisades Hudson Asset Management
Florida
$298K
GM
1109
GeoWealth Management
Illinois
$298K -$18.5K -99 -6%
MA
1110
MCF Advisors
Kentucky
$298K -$21.1K -113 -7%
EB
1111
Eastern Bank
Massachusetts
$297K -$148K -793 -33%
LGWM
1112
Litman Gregory Wealth Management
California
$295K
CAM
1113
Chesapeake Asset Management
New York
$294K -$209K -1,120 -41%
DA
1114
Detalus Advisors
Missouri
$293K
1CP
1115
1015 Capital Partners
Pennsylvania
$291K +$293K +1,567 New
DJSG
1116
D.J. St. Germain
Massachusetts
$289K +$22.2K +119 +8%
TWA
1117
TCI Wealth Advisors
Arizona
$288K -$8.41K -45 -3%
SW
1118
SlateStone Wealth
Florida
$287K +$5.79K +31 +2%
WG
1119
Wellington Group
Indiana
$287K +$289K +1,545 New
EL
1120
EWA LLC
Pennsylvania
$286K -$36.3K -194 -11%
NRC
1121
New Republic Capital
North Carolina
$286K +$288K +1,543 New
IA
1122
IFC Advisors
California
$286K +$6.92K +37 +2%
SFS
1123
Stiles Financial Services
Minnesota
$285K +$748 +4 +0.3%
CA
1124
Claro Advisors
Massachusetts
$285K +$79.1K +423 +38%
AP
1125
Advisors Preferred
Maryland
$284K +$69.9K +374 +32%

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.