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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
KWA
1276
Kingswood Wealth Advisors
California
$209K -$26.7K -143 -11%
AWM
1277
Angeles Wealth Management
California
$209K +$210K +1,126 New
PL
1278
Perpetual Ltd
Australia
$208K +$210K +1,122 New
VW
1279
Vantus Wealth
Pennsylvania
$208K +$210K +1,121 New
AAMC
1280
Asset Allocation & Management Company
Illinois
$206K – – –
AF
1281
Atala Financial
California
$205K -$1.87K -10 -0.8%
RDWM
1282
Red Door Wealth Management
Tennessee
$205K -$1.5K -8 -0.7%
BWM
1283
Bulltick Wealth Management
Florida
$204K +$206K +1,102 New
BHBT
1284
Burke & Herbert Bank & Trust
Virginia
$204K +$205K +1,097 New
BFO
1285
Biltmore Family Office
North Carolina
$204K +$205K +1,097 New
TIA
1286
Tandem Investment Advisors
South Carolina
$203K +$205K +1,096 New
FOA
1287
Five Oceans Advisors
California
$203K -$13.1K -70 -6%
BWM
1288
Baron Wealth Management
Michigan
$201K -$26.5K -142 -12%
FHA
1289
Flagship Harbor Advisors
Massachusetts
$194K -$34K -182 -15%
VCM
1290
Versant Capital Management
Arizona
$193K +$63.4K +339 +48%
MCM
1291
MV Capital Management
Maryland
$190K +$561 +3 +0.3%
PAM
1292
Paradigm Asset Management
New York
$186K -$18.7K -100 -9%
HB
1293
Horizon Bancorp
Indiana
$183K -$13.3K -71 -7%
BWL
1294
Bogart Wealth LLC
Virginia
$181K +$1.12K +6 +0.6%
EPIMS
1295
Evelyn Partners Investment Management Services
$180K +$102K +548 +130%
OWP
1296
ORG Wealth Partners
Texas
$178K -$84.1K -450 -32%
DMIC
1297
Dixon Mitchell Investment Counsel
British Columbia, Canada
$176K +$177K +948 New
CFO
1298
CVA Family Office
Colorado
$176K -$3.74K -20 -2%
QL
1299
Quarry LP
New York
$167K +$108K +577 +178%
DE
1300
DV Equities
Illinois
$164K +$165K +883 New
50 51
52
53 54

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.