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MRSH

Marsh
MRSH

1,586 hedge funds and large institutions have $80.9B invested in Marsh in 2025 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 526 increasing their positions, 642 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $131M | Put options by funds: $78.7M

27% more first-time investments, than exits

New positions opened: 215 | Existing positions closed: 169

6% more funds holding in top 10

Funds holding in top 10: 17 → 18 (+1)

0.98% more ownership

Funds ownership: 87.98% → 88.96% (+0.98%)

1% more funds holding

Funds holding: 1,572 → 1,586 (+14)

7% less capital invested

Capital invested by funds: $87.2B → $80.9B (-$6.27B)

18% less repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 642

Holders
1,586
Holders Change
+14
Holders Change %
+0.89%
% of All Funds
19.29%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.22%
New
215
Increased
526
Reduced
642
Closed
169
Calls
$131M
Puts
$78.7M
Net Calls
+$52.7M
Net Calls Change
+$40.7M

Top Buyers

1
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$410M
2
Amundi
Amundi
France
+$353M
3
LCAM
London & Capital Asset Management
United Kingdom
+$315M
4
BlackRock
BlackRock
New York
+$310M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$281M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$350M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$266M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$247M
4
JIM
Jensen Investment Management
Oregon
-$247M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$244M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
1226
Twin Focus Capital Partners
Massachusetts
$233K – – –
MEG
1227
Millstone Evans Group
Colorado
$232K -$13.6K -73 -6%
TC
1228
TownSquare Capital
Utah
$232K +$17.2K +92 +8%
SFGM
1229
Stonebridge Financial Group (Missouri)
Missouri
$231K +$233K +1,246 New
FNT
1230
First Nebraska Trust
Nebraska
$231K – – –
DE
1231
Diversified Enterprises
Delaware
$231K +$233K +1,245 New
CL
1232
CSS LLC
Illinois
$230K +$232K +1,240 New
OWA
1233
Opal Wealth Advisors
New York
$229K +$231K +1,234 New
DWAM
1234
Duncan Williams Asset Management
Tennessee
$228K +$374 +2 +0.2%
SWA
1235
Stratos Wealth Advisors
Ohio
$226K -$8.97K -48 -4%
NEPPG
1236
New England Professional Planning Group
Rhode Island
$225K -$9.35K -50 -4%
PWM
1237
Pursuit Wealth Management
Florida
$225K +$226K +1,210 New
KA
1238
Kovack Advisors
Florida
$223K +$225K +1,202 New
PFA
1239
Pathway Financial Advisors
Vermont
$223K – – –
DI
1240
Diligent Investors
California
$223K -$28K -150 -11%
GFL
1241
Granite FO LLC
New Hampshire
$223K – – –
PFM
1242
Patton Fund Management
Texas
$223K +$36.6K +196 +20%
HTC
1243
Haverford Trust Company
Pennsylvania
$222K +$224K +1,199 New
AF
1244
Advisornet Financial
Minnesota
$222K +$27.1K +145 +14%
PCM
1245
Pointe Capital Management
Michigan
$222K -$36.4K -195 -14%
EP
1246
Essential Partners
California
$222K -$26.4K -141 -11%
RPC
1247
Rossmore Private Capital
Connecticut
$221K -$22.4K -120 -9%
NCM
1248
Northside Capital Management
Oregon
$220K – – –
PCM
1249
Palisade Capital Management
New Jersey
$220K +$221K +1,184 New
BBA
1250
Braun-Bostich & Associates
Pennsylvania
$219K -$9.72K -52 -4%
48 49
50
51 52

MRSH Hedge Fund Activity: Q4 2025 in Review

1,586 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q4 2025, worth a combined $80.9B — down 7.2% from $87.2B a quarter earlier.

Buyers outnumbered sellers: 215 funds opened new MRSH positions and 169 closed out — a net gain of 46 holders — while 526 added to existing stakes and 642 trimmed.

The largest buyer was Ninety One (UK), adding an estimated $410M. The largest seller was Capital Research Global Investors, cutting an estimated $350M.

  • 1,586 institutional investors held Marsh (MRSH) as of Q4 2025, up from 1,572 in Q3 2025.
  • Funds reported $80.9B of Marsh stock for Q4 2025, down 7.2% quarter-over-quarter.
  • 215 funds opened new Marsh positions in Q4 2025 and 169 closed out, a net change of +46 holders.
  • The largest Marsh buyer in Q4 2025 was Ninety One (UK), an estimated $410M added.
  • The largest Marsh seller in Q4 2025 was Capital Research Global Investors, an estimated $350M sold.

Based on aggregated 13F filings for Q4 2025.