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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
CCMG
1301
Clark Capital Management Group
Pennsylvania
$220K -$16.7K -74 -7%
PFM
1302
Patton Fund Management
Texas
$220K +$227K +1,004 New
MFIM
1303
Mesirow Financial Investment Management
Illinois
$219K +$10.6K +47 +5%
AWA
1304
Arete Wealth Advisors
Illinois
$219K +$6.09K +27 +3%
CCG
1305
Cypress Capital Group
Florida
$219K -$191K -848 -46%
OCM
1306
One Capital Management
California
$218K +$26.4K +117 +13%
MAM
1307
McLean Asset Management
Virginia
$218K +$4.74K +21 +2%
TWM
1308
Topsail Wealth Management
North Carolina
$218K -$6.09K -27 -3%
RWRC
1309
R.W. Roge & Company
New York
$218K
IAS
1310
Investment Advisory Services
Texas
$217K +$19.9K +88 +10%
USCWA
1311
U.S. Capital Wealth Advisors
Texas
$217K +$9.93K +44 +5%
DE
1312
Diversified Enterprises
Delaware
$216K -$9.71K -43 -4%
PP
1313
Patron Partners
Texas
$216K -$3.61K -16 -2%
CT
1314
Chicago Trust
Illinois
$216K +$31.2K +138 +16%
NA
1315
Nordwand Advisors
Pennsylvania
$216K +$223K +987 New
KA
1316
Klingman & Associates
New York
$215K +$222K +984 New
MCWA
1317
Meadow Creek Wealth Advisors
Georgia
$213K -$26.2K -116 -11%
MM
1318
MQS Management
New York
$213K -$596K -2,638 -73%
MSFS
1319
Main Street Financial Solutions
Pennsylvania
$213K -$177K -783 -45%
AP
1320
Appleton Partners
Massachusetts
$213K
PL
1321
Plancorp LLC
Missouri
$212K +$3.16K +14 +1%
NG
1322
Norden Group
Utah
$212K +$11.5K +51 +6%
VF
1323
Vest Financial
Virginia
$212K
FP
1324
Fiduciary Planning
Florida
$211K +$677 +3 +0.3%
HTC
1325
Haverford Trust Company
Pennsylvania
$210K -$17.2K -76 -7%

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.