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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
TWA
1126
TCI Wealth Advisors
Arizona
$347K -$4.29K -19 -1%
LGWM
1127
Litman Gregory Wealth Management
California
$347K
GM
1128
GeoWealth Management
Illinois
$346K +$70.4K +312 +25%
CAM
1129
Carret Asset Management
New York
$345K -$2.26K -10 -0.6%
CM
1130
Capital Management
Virginia
$345K
DA
1131
Detalus Advisors
Missouri
$345K
CCA
1132
Childress Capital Advisors
Texas
$345K +$97.5K +432 +38%
VC
1133
Veracity Capital
Georgia
$345K +$6.32K +28 +2%
RBC
1134
Roble Belko & Company
Pennsylvania
$342K
OF
1135
Optimize Financial
California
$342K -$2.26K -10 -0.6%
DMBA
1136
Deseret Mutual Benefit Administrators
Utah
$338K
DJSG
1137
D.J. St. Germain
Massachusetts
$338K +$14K +62 +4%
AFT
1138
Alpha Family Trust
California
$338K
SFS
1139
Stiles Financial Services
Minnesota
$335K +$29.8K +132 +9%
B
1140
Bailard
California
$335K -$9.26K -41 -3%
DWM
1141
Drive Wealth Management
Utah
$332K +$7.68K +34 +2%
SW
1142
SlateStone Wealth
Florida
$332K -$3.84K -17 -1%
JWWM
1143
Johnson & White Wealth Management
Pennsylvania
$332K
SIM
1144
Sentry Investment Management
Wisconsin
$332K
NFC
1145
Northeast Financial Consultants
Connecticut
$331K
SCM
1146
SCS Capital Management
Massachusetts
$329K -$34.3K -152 -9%
YIM
1147
Yoffe Investment Management
Pennsylvania
$328K
NFG
1148
Nations Financial Group
Iowa
$328K +$4.06K +18 +1%
SWA
1149
Sax Wealth Advisors
New Jersey
$326K +$84.4K +374 +33%
CWM
1150
Cahaba Wealth Management
Georgia
$326K -$59.1K -262 -15%

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.