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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
TWP
1251
Tyche Wealth Partners
Texas
$218K – – –
PFG
1252
Prosperity Financial Group
California
$218K -$770K -4,122 -78%
GSEP
1253
Golden State Equity Partners
California
$218K +$31K +166 +16%
BFWA
1254
Benchmark Financial Wealth Advisors
Florida
$218K +$561 +3 +0.3%
WCA
1255
Westover Capital Advisors
Delaware
$218K -$2.24K -12 -1%
WDC
1256
Woodward Diversified Capital
California
$217K +$748 +4 +0.3%
ASG
1257
Ariston Services Group
California
$217K – – –
AWM
1258
Ariadne Wealth Management
California
$216K +$233K +1,247 New
PWM
1259
Palumbo Wealth Management
New York
$216K +$218K +1,164 New
PPWM
1260
Paragon Private Wealth Management
Kentucky
$216K -$2.99K -16 -1%
AC
1261
Avestar Capital
New York
$215K -$279K -1,495 -56%
HCM
1262
Hollencrest Capital Management
California
$215K -$30.7K -164 -12%
TNA
1263
True North Advisors
Texas
$214K +$216K +1,155 New
ICP
1264
Interchange Capital Partners
Pennsylvania
$214K +$19.1K +102 +10%
FFA
1265
Fi3 Financial Advisors
Indiana
$214K +$216K +1,153 New
CWG
1266
Cornerstone Wealth Group
North Carolina
$213K -$20.4K -109 -9%
NFG
1267
Nations Financial Group
Iowa
$213K +$214K +1,147 New
SVWAG
1268
Sound View Wealth Advisors Group
Georgia
$211K +$213K +1,139 New
WA
1269
Waddell & Associates
Tennessee
$211K +$213K +1,139 New
WB
1270
WesBanco Bank
West Virginia
$211K -$75.5K -404 -26%
GBT
1271
Grove Bank & Trust
Florida
$210K -$9.91K -53 -4%
SWP
1272
Strategic Wealth Partners
Ohio
$210K -$28K -150 -12%
TCOV
1273
Trust Company of Vermont
Vermont
$210K -$26.7K -143 -11%
BW
1274
BIP Wealth
Georgia
$209K -$13.5K -72 -6%
RMC
1275
Resources Management Corp
Connecticut
$209K – – –
49 50
51
52 53

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.