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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
KFC
1151
Klingenstein Fields & Co
New York
$281K
PCM
1152
Pointe Capital Management
Michigan
$281K
CH
1153
Cromwell Holdings
Wyoming
$280K
FWP
1154
FAS Wealth Partners
Kansas
$280K +$617 +3 +0.2%
RSWM
1155
Robertson Stephens Wealth Management
California
$278K +$29.4K +143 +12%
MWA
1156
Mills Wealth Advisors
Texas
$278K +$283K +1,378 New
CCFM
1157
Clear Creek Financial Management
Washington
$278K +$43.4K +211 +18%
ACC
1158
Acorn Creek Capital
Colorado
$276K -$9.46K -46 -3%
BONH
1159
Bank of New Hampshire
New Hampshire
$276K -$13.4K -65 -5%
LAS
1160
Legacy Advisory Services
Pennsylvania
$274K +$1.23K +6 +0.4%
WS
1161
Wedbush Securities
California
$274K -$61.5K -299 -18%
MPI
1162
Mairs & Power Inc
Minnesota
$273K -$3.7K -18 -1%
HIC
1163
Hartline Investment Corp
Illinois
$272K -$1.28M -6,239 -82%
LAM
1164
Lewis Asset Management
California
$272K +$278K +1,352 New
DI
1165
Diligent Investors
California
$272K -$15.4K -75 -5%
RHJA
1166
Rice Hall James & Associates
California
$272K
DWM
1167
Drive Wealth Management
Utah
$272K -$35.2K -171 -11%
PCP
1168
Proficio Capital Partners
Massachusetts
$271K -$399K -1,940 -59%
RA
1169
RFG Advisory
Alabama
$270K -$7.2K -35 -3%
OL
1170
OneFund LLC
Florida
$270K +$9.67K +47 +4%
EP
1171
Essential Partners
California
$269K +$228K +1,107 +481%
FMII
1172
Farmers & Merchants Investments Inc
Nebraska
$269K -$206 -1 -0.1%
BW
1173
Blalock Williams
Alabama
$269K +$15.6K +76 +6%
CTC
1174
Central Trust Company
Missouri
$268K -$10.1K -49 -4%
SEIA
1175
Signature Estate & Investment Advisors
California
$267K -$6.38K -31 -2%

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.