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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
CT
1151
Colonial Trust
South Carolina
$326K +$30.3K +134 +10%
PWMG
1152
Prestige Wealth Management Group
New Jersey
$325K +$5.42K +24 +2%
QP
1153
Quartz Partners
New York
$323K +$333K +1,476 New
PP
1154
PFS Partners
New Jersey
$321K +$8.13K +36 +3%
PA
1155
Prossimo Advisors
California
$321K -$106K -469 -24%
GS
1156
GTS Securities
New York
$320K -$175K -777 -35%
ESB
1157
Essex Savings Bank
Connecticut
$320K +$14K +62 +4%
TM
1158
TigerOak Management
New Mexico
$319K -$4.51K -20 -1%
MSE
1159
MUFG Securities EMEA
United Kingdom
$318K +$329K +1,456 New
Fayez Sarofim & Co
1160
Fayez Sarofim & Co
Texas
$317K
BI
1161
Bolthouse Investments
California
$314K
BONH
1162
Bank of New Hampshire
New Hampshire
$314K
SIM
1163
Synergy Investment Management
Florida
$312K
DI
1164
Diligent Investors
California
$312K
SLG
1165
Stanley-Laman Group
Pennsylvania
$311K +$45.4K +201 +16%
MLRA
1166
Main Line Retirement Advisors
Montana
$310K
SIA
1167
Soltis Investment Advisors
Utah
$310K +$40.2K +178 +14%
EHC
1168
Everett Harris & Co
California
$310K +$1.13K +5 +0.4%
ACC
1169
Acorn Creek Capital
Colorado
$310K -$20.8K -92 -6%
BCG
1170
Breakwater Capital Group
New Jersey
$309K -$4.74K -21 -1%
PWP
1171
Principle Wealth Partners
Connecticut
$309K +$66.6K +295 +26%
MCCP
1172
Mission Creek Capital Partners
California
$306K -$7.45K -33 -2%
CWP
1173
Capital Wealth Planning
Florida
$306K
FFP
1174
FourThought Financial Partners
Florida
$306K -$19.6K -87 -6%
IP
1175
Ignite Planners
California
$306K +$11.1K +49 +4%

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.