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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
MPM
1251
MBB Public Markets
Illinois
$257K -$59.4K -263 -18%
WB
1252
WesBanco Bank
West Virginia
$257K +$19.2K +85 +8%
MWM
1253
Meridian Wealth Management
Kentucky
$256K +$60.7K +269 +30%
SCP
1254
Sivia Capital Partners
California
$256K -$15.6K -69 -6%
ASG
1255
Ariston Services Group
California
$255K +$20.1K +89 +8%
AW
1256
Alteri Wealth
California
$255K -$50.1K -222 -16%
CCFM
1257
Clear Creek Financial Management
Washington
$255K +$263K +1,166 New
FHA
1258
Flagship Harbor Advisors
Massachusetts
$254K +$2.26K +10 +0.9%
MAWA
1259
Moss Adams Wealth Advisors
Washington
$253K +$24.4K +108 +10%
WDC
1260
Woodward Diversified Capital
California
$251K +$259K +1,148 New
Simplex Trading
1261
Simplex Trading
Illinois
$251K +$260K +1,152 New
RPSA
1262
Richard P. Slaughter Associates
Texas
$249K
SW
1263
Schulz Wealth
Texas
$248K
RMC
1264
Resources Management Corp
Connecticut
$246K
SAG
1265
SageView Advisory Group
California
$246K -$12.6K -56 -4%
APP
1266
Avantax Planning Partners
Iowa
$241K
PAM
1267
Paradigm Asset Management
New York
$241K +$248K +1,100 New
PWM
1268
Pines Wealth Management
North Carolina
$240K -$13.3K -59 -5%
GEM
1269
Global Endowment Management
North Carolina
$239K +$24.6K +109 +11%
AAM
1270
Aureus Asset Management
Massachusetts
$239K +$33K +146 +15%
TSWM
1271
Tyler-Stone Wealth Management
Ohio
$238K -$13.1K -58 -5%
WMA
1272
Wealth Management Associates
New Jersey
$237K -$36.6K -162 -13%
TB
1273
Terril Brothers
Missouri
$236K +$6.77K +30 +3%
Wolverine Trading
1274
Wolverine Trading
Illinois
$235K -$327K -1,449 -57%
GAB
1275
German American Bancorp
Indiana
$235K -$11.3K -50 -4%

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.