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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
TA
1126
TFB Advisors
Kansas
$284K -$17.6K -94 -6%
JESC
1127
J.E. Simmons & Co
Texas
$283K +$285K +1,524 New
FFP
1128
FourThought Financial Partners
Florida
$282K +$37.8K +202 +15%
IGAM
1129
iA Global Asset Management
Quebec, Canada
$282K
DW30
1130
Drucker Wealth 3.0
New Jersey
$282K +$6.73K +36 +2%
RWM
1131
Revisor Wealth Management
Ohio
$281K +$25.6K +137 +10%
GIA
1132
Gladstone Institutional Advisory
Florida
$281K -$98.1K -525 -26%
DWP
1133
Daymark Wealth Partners
Ohio
$281K +$8.6K +46 +3%
PCM
1134
Prelude Capital Management
New York
$281K +$283K +1,512 New
DWM
1135
Drive Wealth Management
Utah
$279K +$28.8K +154 +11%
SL
1136
Sentinus LLC
Illinois
$278K +$281K +1,501 New
JWWM
1137
Johnson & White Wealth Management
Pennsylvania
$278K -$3.74K -20 -1%
YIM
1138
Yoffe Investment Management
Pennsylvania
$278K
NS
1139
NBC Securities
Alabama
$278K +$93.8K +502 +50%
SIM
1140
Sentry Investment Management
Wisconsin
$278K
GPW
1141
Genesis Private Wealth
Virginia
$278K -$20.6K -110 -7%
CFO
1142
Cambient Family Office
Michigan
$278K +$280K +1,496 New
NI
1143
Natural Investments
California
$276K -$935 -5 -0.3%
SP
1144
SmartHarvest Portfolios
Washington
$275K +$277K +1,484 New
DOA
1145
D'Orazio & Associates
Virginia
$275K -$96.8K -518 -26%
MSFS
1146
Main Street Financial Solutions
Pennsylvania
$274K -$29K -155 -9%
KLCM
1147
KG&L Capital Management
Louisiana
$274K -$516K -2,762 -65%
PP
1148
PFS Partners
New Jersey
$273K
IIL
1149
Income Insurance Ltd
$272K +$274K +1,466 New
WS
1150
Wedbush Securities
California
$271K +$18.1K +97 +7%

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.