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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
CPA
1226
Court Place Advisors
Maryland
$273K
VCM
1227
Versant Capital Management
Arizona
$272K -$3.16K -14 -1%
OFS
1228
OneAscent Financial Services
Alabama
$271K -$433K -1,920 -61%
HWP
1229
Hibernia Wealth Partners
Louisiana
$270K +$279K +1,238 New
RSWM
1230
Robertson Stephens Wealth Management
California
$270K -$49.2K -218 -15%
SMG
1231
Smart Money Group
Texas
$269K +$1.13K +5 +0.4%
BI
1232
Ballast Inc
Kentucky
$269K
BFWA
1233
Benchmark Financial Wealth Advisors
Florida
$267K +$7K +31 +3%
NAAA
1234
New Age Alpha Advisors
New York
$266K -$37.9K -168 -12%
SIM
1235
Stratos Investment Management
Ohio
$265K +$677 +3 +0.2%
OIS
1236
OneAscent Investment Solutions
Alabama
$265K -$4.06K -18 -1%
NED
1237
Nancy E. Dempze
$265K
FNT
1238
First Nebraska Trust
Nebraska
$264K
DWAM
1239
Duncan Williams Asset Management
Tennessee
$263K +$226 +1 +0.1%
MF
1240
Magnetar Financial
Illinois
$263K +$271K +1,201 New
GFL
1241
Granite FO LLC
New Hampshire
$262K
PFA
1242
Pathway Financial Advisors
Vermont
$262K
SB
1243
Sunflower Bank
Texas
$262K +$3.61K +16 +1%
BBA
1244
Braun-Bostich & Associates
Pennsylvania
$261K -$19.6K -87 -7%
AWE
1245
Avidian Wealth Enterprises
Texas
$261K -$6.09K -27 -2%
TWP
1246
Tyche Wealth Partners
Texas
$260K -$2.94K -13 -1%
CFO
1247
CVA Family Office
Colorado
$260K +$13.5K +60 +5%
BB
1248
Busey Bank
Illinois
$259K -$30.3K -134 -10%
GBT
1249
Grove Bank & Trust
Florida
$259K -$9.93K -44 -4%
NCM
1250
Northside Capital Management
Oregon
$259K

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.