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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
MEG
1176
Millstone Evans Group
Colorado
$267K
SCM
1177
Stevens Capital Management
Pennsylvania
$267K +$273K +1,326 New
HCM
1178
Hollencrest Capital Management
California
$266K
HWA
1179
HCR Wealth Advisors
California
$266K -$823 -4 -0.3%
PWP
1180
Principle Wealth Partners
Connecticut
$266K -$18.5K -90 -6%
FFP
1181
FourThought Financial Partners
Florida
$266K -$16.5K -80 -6%
TWM
1182
Trueblood Wealth Management
Ohio
$265K +$617 +3 +0.2%
GKWIM
1183
Gerber Kawasaki Wealth & Investment Management
California
$265K +$5.55K +27 +2%
OWA
1184
Outlook Wealth Advisors
Texas
$265K +$270K +1,315 New
RPC
1185
Rossmore Private Capital
Connecticut
$265K
MM
1186
MQS Management
New York
$265K +$69.5K +338 +35%
LSA
1187
Lion Street Advisors
Texas
$264K +$326K +1,584 New
PA
1188
PharVision Advisers
Florida
$263K +$269K +1,307 New
SGWM
1189
Sterling Group Wealth Management
California
$262K
VC
1190
Vestor Capital
Illinois
$258K -$341K -1,658 -56%
SWP
1191
Strategic Wealth Partners
Ohio
$258K -$245K -1,190 -48%
NPA
1192
Nichols & Pratt Advisers
Massachusetts
$257K
TCOV
1193
Trust Company of Vermont
Vermont
$257K
PL
1194
Parthenon LLC
Kentucky
$256K
KWA
1195
Kingswood Wealth Advisors
California
$256K +$261K +1,269 New
SWA
1196
Stratos Wealth Advisors
Ohio
$255K -$102K -495 -28%
VC
1197
Veracity Capital
Georgia
$255K -$64.2K -312 -20%
NEPPG
1198
New England Professional Planning Group
Rhode Island
$254K
CWM
1199
Cahaba Wealth Management
Georgia
$254K -$47.5K -231 -15%
CWG
1200
Cornerstone Wealth Group
North Carolina
$254K -$6.17K -30 -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.