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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
VCP
1201
Verus Capital Partners
Arizona
$286K -$8.13K -36 -3%
SGWM
1202
Sterling Group Wealth Management
California
$285K -$21.9K -97 -7%
PWG
1203
Portside Wealth Group
Utah
$284K +$5.87K +26 +2%
WCM
1204
WealthBridge Capital Management
Ohio
$284K -$39.3K -174 -12%
CCI
1205
Credit Capital Investments
New Jersey
$284K +$293K +1,300 New
QL
1206
Quarry LP
New York
$284K +$95.3K +422 +48%
JSSH
1207
J. Safra Sarasin Holding
$283K +$292K +1,293 New
OL
1208
OneFund LLC
Florida
$282K -$2.48K -11 -0.8%
GKWIM
1209
Gerber Kawasaki Wealth & Investment Management
California
$282K +$3.84K +17 +1%
CWG
1210
Cornerstone Wealth Group
North Carolina
$282K +$1.13K +5 +0.4%
NPA
1211
Nichols & Pratt Advisers
Massachusetts
$279K
MWM
1212
Modern Wealth Management
Kansas
$279K +$22.6K +100 +9%
TCOV
1213
Trust Company of Vermont
Vermont
$278K -$2.26K -10 -0.8%
FAFN
1214
First Affirmative Financial Network
Colorado
$278K -$40K -177 -12%
PL
1215
Parthenon LLC
Kentucky
$277K +$12.6K +56 +5%
FOA
1216
Five Oceans Advisors
California
$277K -$5.64K -25 -2%
UW
1217
Unique Wealth
Florida
$276K +$28.4K +126 +11%
FA
1218
Fiduciary Alliance
South Carolina
$276K +$75.4K +334 +36%
NEPPG
1219
New England Professional Planning Group
Rhode Island
$276K
BW
1220
Blalock Williams
Alabama
$275K +$12.9K +57 +5%
VIA
1221
Victrix Investment Advisors
Florida
$275K
YIA
1222
YHB Investment Advisors
Connecticut
$275K
TFCP
1223
Twin Focus Capital Partners
Massachusetts
$274K
GVAG
1224
Great Valley Advisor Group
Delaware
$273K -$677 -3 -0.2%
EFM
1225
E Fund Management
China
$273K -$3.39K -15 -1%

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.