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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
AP
1226
Advisors Preferred
Maryland
$238K -$103K -502 -30%
PPWM
1227
Paragon Private Wealth Management
Kentucky
$238K +$242K +1,178 New
VCP
1228
Verus Capital Partners
Arizona
$237K -$27.1K -132 -10%
TWP
1229
Tyche Wealth Partners
Texas
$237K -$2.88K -14 -1%
AWE
1230
Avidian Wealth Enterprises
Texas
$237K -$3.29K -16 -1%
BFWA
1231
Benchmark Financial Wealth Advisors
Florida
$236K -$9.67K -47 -4%
ASG
1232
Ariston Services Group
California
$235K
WDC
1233
Woodward Diversified Capital
California
$235K +$3.91K +19 +2%
FOA
1234
Five Oceans Advisors
California
$234K -$21.4K -104 -8%
TC
1235
TownSquare Capital
Utah
$233K -$176K -854 -42%
TNB
1236
Thomasville National Bank
Georgia
$232K +$237K +1,153 New
MWM
1237
Maridea Wealth Management
New York
$232K +$251K +1,220 New
AWA
1238
Arete Wealth Advisors
Illinois
$230K +$29.8K +145 +14%
AAM
1239
Aureus Asset Management
Massachusetts
$230K +$9.87K +48 +4%
AW
1240
Alteri Wealth
California
$230K -$5.76K -28 -2%
SW
1241
Schulz Wealth
Texas
$229K
RMC
1242
Resources Management Corp
Connecticut
$227K
Koshinski Asset Management
1243
Koshinski Asset Management
Illinois
$226K -$175K -850 -43%
GA
1244
Goldstein Advisors
Wisconsin
$226K +$230K +1,120 New
NO
1245
Ninety One
South Africa
$226K -$419K -2,039 -65%
RDWM
1246
Red Door Wealth Management
Tennessee
$224K -$934K -4,543 -80%
CA
1247
Claro Advisors
Massachusetts
$224K +$229K +1,112 New
AAMC
1248
Asset Allocation & Management Company
Illinois
$224K -$121K -589 -35%
Group One Trading
1249
Group One Trading
Illinois
$223K +$228K +1,108 New
BWCS
1250
Beirne Wealth Consulting Services
Connecticut
$223K +$227K +1,106 New

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.