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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
HC
1276
Hamilton Capital
Ohio
$234K +$15.8K +70 +7%
ACM
1277
AlphaStar Capital Management
North Carolina
$233K +$240K +1,064 New
AA
1278
Ancora Advisors
Ohio
$232K +$149K +660 +164%
AA
1279
Advisory Alpha
Michigan
$232K +$2.71K +12 +1%
OWP
1280
Obermeyer Wealth Partners
Colorado
$232K +$7.9K +35 +3%
AFP
1281
Alpha Financial Partners
Kentucky
$231K -$4.74K -21 -2%
MSWM
1282
McGlone Suttner Wealth Management
Wisconsin
$230K +$6.55K +29 +3%
RP
1283
Riverwater Partners
Wisconsin
$230K +$4.97K +22 +2%
VC
1284
Vestor Capital
Illinois
$230K +$374K +1,658 +129%
OWM
1285
OneAscent Wealth Management
Alabama
$229K +$13.5K +60 +6%
SC
1286
Sapient Capital
Indiana
$229K -$677 -3 -0.3%
EI
1287
eCIO Inc
Wisconsin
$228K -$1.58K -7 -0.7%
HCM
1288
HMS Capital Management
Tennessee
$228K
MCM
1289
MV Capital Management
Maryland
$227K -$1.58K -7 -0.7%
RC
1290
Roundview Capital
New Jersey
$227K +$33.2K +147 +17%
BCG
1291
BayBridge Capital Group
California
$226K +$677 +3 +0.3%
MPPW
1292
Mitchell & Pahl Private Wealth
Oklahoma
$225K -$36.6K -162 -14%
NS
1293
NBC Securities
Alabama
$225K +$140K +618 +149%
LAM
1294
Longboard Asset Management
Arizona
$225K
MIC
1295
Means Investment Company
Maine
$223K +$226 +1 +0.1%
HWA
1296
HHM Wealth Advisors
Tennessee
$223K
DWM
1297
Destination Wealth Management
California
$221K -$5.19K -23 -2%
DCM
1298
Dudley Capital Management
Virginia
$221K
MAG
1299
Members Advisory Group
New York
$221K
MA
1300
MONECO Advisors
Connecticut
$221K +$4.51K +20 +2%

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.