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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
YIA
1201
YHB Investment Advisors
Connecticut
$253K
TFCP
1202
Twin Focus Capital Partners
Massachusetts
$253K
KC
1203
Kinloch Capital
Virginia
$252K -$86.4K -420 -25%
AWA
1204
Amplius Wealth Advisors
Pennsylvania
$252K -$285K -1,386 -53%
CPA
1205
Court Place Advisors
Maryland
$252K
FNT
1206
First Nebraska Trust
Nebraska
$251K +$8.02K +39 +3%
BBA
1207
Braun-Bostich & Associates
Pennsylvania
$248K +$7.82K +38 +3%
BI
1208
Ballast Inc
Kentucky
$248K
FHA
1209
Flagship Harbor Advisors
Massachusetts
$247K +$13.2K +64 +6%
BWM
1210
Baron Wealth Management
Michigan
$247K +$252K +1,223 New
RCA
1211
Resonant Capital Advisors
Wisconsin
$245K -$86.6K -421 -26%
NAAA
1212
New Age Alpha Advisors
New York
$245K
NED
1213
Nancy E. Dempze
$244K
UAG
1214
United Advisor Group
Ohio
$243K +$53.7K +261 +28%
BB
1215
Busey Bank
Illinois
$243K +$4.11K +20 +2%
DWAM
1216
Duncan Williams Asset Management
Tennessee
$242K +$206 +1 +0.1%
GFL
1217
Granite FO LLC
New Hampshire
$242K
PFA
1218
Pathway Financial Advisors
Vermont
$242K
BW
1219
BIP Wealth
Georgia
$242K +$247K +1,199 New
PSP
1220
Principal Street Partners
Tennessee
$240K -$237K -1,153 -49%
GVAG
1221
Great Valley Advisor Group
Delaware
$239K -$13K -63 -5%
TSS
1222
Two Sigma Securities
New York
$239K -$1.42M -6,908 -85%
WCA
1223
Westover Capital Advisors
Delaware
$239K -$142K -691 -37%
GBT
1224
Grove Bank & Trust
Florida
$239K
NCM
1225
Northside Capital Management
Oregon
$239K

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.