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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
BRWA
1151
B. Riley Wealth Advisors
Florida
$269K -$5.61K -30 -2%
Fayez Sarofim & Co
1152
Fayez Sarofim & Co
Texas
$269K
SWA
1153
Sax Wealth Advisors
New Jersey
$269K +$3.37K +18 +1%
CCFM
1154
Clear Creek Financial Management
Washington
$269K +$13.5K +72 +5%
Parallax Volatility Advisers
1155
Parallax Volatility Advisers
California
$268K +$270K +1,444 New
GCA
1156
Genesee Capital Advisors
New York
$266K -$186K -997 -41%
BI
1157
Bolthouse Investments
California
$266K
TM
1158
TigerOak Management
New Mexico
$266K -$4.67K -25 -2%
CAM
1159
Carret Asset Management
New York
$265K -$28K -150 -9%
TCM
1160
Teza Capital Management
Illinois
$265K +$267K +1,429 New
SIM
1161
Synergy Investment Management
Florida
$265K
JWCA
1162
J.W. Cole Advisors
Florida
$264K -$75.9K -406 -20%
EHC
1163
Everett Harris & Co
California
$264K
MLRA
1164
Main Line Retirement Advisors
Montana
$264K +$187 +1 +0.1%
HWA
1165
HCR Wealth Advisors
California
$263K +$15.7K +84 +6%
IAIM
1166
International Assets Investment Management
Florida
$263K +$265K +1,417 New
SFC
1167
SYM Financial Corp
Indiana
$262K +$75K +401 +40%
BWA
1168
Basecamp Wealth Advisors
Washington
$262K +$264K +1,410 New
RhumbLine Advisers
1169
RhumbLine Advisers
Massachusetts
$261K -$174M -931,131 -100%
PWMG
1170
Prestige Wealth Management Group
New Jersey
$260K -$18.7K -100 -7%
FDCP
1171
Foster Dykema Cabot & Partners
Massachusetts
$260K -$68K -364 -21%
KFC
1172
Klingenstein Fields & Co
New York
$260K +$1.12K +6 +0.4%
FFO
1173
Fiduciary Family Office
Florida
$260K -$729K -3,902 -74%
CWP
1174
Capital Wealth Planning
Florida
$260K -$24.3K -130 -8%
MCCP
1175
Mission Creek Capital Partners
California
$260K

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.