We are live on ! Find out more
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
PP
1126
PFS Partners
New Jersey
$296K
DWP
1127
Daymark Wealth Partners
Ohio
$296K -$50.2K -244 -14%
GLA
1128
Great Lakes Advisors
Illinois
$296K -$44.6K -217 -13%
HT
1129
Headlands Technologies
Illinois
$295K +$274K +1,331 +993%
BAM
1130
Berkshire Asset Management
Pennsylvania
$294K -$161K -783 -35%
TM
1131
TigerOak Management
New Mexico
$294K
RWM
1132
Revisor Wealth Management
Ohio
$293K -$92.8K -451 -24%
Fayez Sarofim & Co
1133
Fayez Sarofim & Co
Texas
$292K
1C
1134
111 Capital
France
$291K -$403K -1,960 -58%
DJSG
1135
D.J. St. Germain
Massachusetts
$290K -$22.2K -108 -7%
PFBT
1136
Parkside Financial Bank & Trust
Missouri
$290K -$103K -500 -26%
BI
1137
Bolthouse Investments
California
$289K
SWA
1138
Sax Wealth Advisors
New Jersey
$289K -$12.5K -61 -4%
CAU
1139
Caxton Associates (UK)
$289K -$86.8K -422 -23%
SIM
1140
Synergy Investment Management
Florida
$287K
EHC
1141
Everett Harris & Co
California
$287K +$1.23K +6 +0.4%
MLRA
1142
Main Line Retirement Advisors
Montana
$286K +$206 +1 +0.1%
ESB
1143
Essex Savings Bank
Connecticut
$286K -$8.64K -42 -3%
OWP
1144
ORG Wealth Partners
Texas
$284K +$8.23K +40 +3%
BCG
1145
Breakwater Capital Group
New Jersey
$284K -$1.23K -6 -0.4%
ECM
1146
Eisler Capital Management
United Kingdom
$283K +$294K +1,431 New
MCCP
1147
Mission Creek Capital Partners
California
$282K
MUAMU
1148
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$282K -$226K -1,100 -44%
PCMH
1149
Polymer Capital Management (HK)
Hong Kong
$282K +$288K +1,398 New
HI
1150
Harbour Investments
Wisconsin
$281K -$88.4K -430 -24%

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.