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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
OCM
1301
Osterweis Capital Management
California
$156K – – –
SWM
1302
Spire Wealth Management
Virginia
$154K -$1.53M -8,170 -91%
QC
1303
Quent Capital
New York
$154K +$38.3K +205 +33%
SI
1304
Sava Infond
Slovenia
$148K – – –
CFG
1305
Clayton Financial Group
Missouri
$147K – – –
CTC
1306
Central Trust Company
Missouri
$144K -$104K -557 -42%
PPC
1307
Park Place Capital
Alabama
$138K +$27.7K +148 +25%
SSG
1308
Summit Securities Group
New York
$135K -$22.2K -119 -14%
EI
1309
eCIO Inc
Wisconsin
$134K +$135K +724 New
IBOK
1310
Independence Bank of Kentucky
Kentucky
$134K -$14K -75 -9%
Cohen & Steers
1311
Cohen & Steers
New York
$130K – – –
LC
1312
Lavaca Capital
Texas
$130K – – –
PCFFS
1313
Pacific Center for Financial Services
California
$124K – – –
HWA
1314
HHM Wealth Advisors
Tennessee
$124K -$62.4K -334 -33%
BW
1315
Basepoint Wealth
Iowa
$116K +$116K +622 New
MHR
1316
Matthew Hamilton Rosenberg
$113K – – –
TFIPS
1317
Towarzystwo Funduszy Inwestycyjnych PZU SA
$113K – – –
WTA
1318
Washington Trust Advisors
Massachusetts
$111K +$1.68K +9 +2%
CT
1319
Clearstead Trust
Maine
$110K -$46.2K -247 -29%
BGAI
1320
Bruce G. Allen Investments
Colorado
$108K -$29.2K -156 -21%
LSA
1321
Leonteq Securities AG
Switzerland
$108K -$468K -2,506 -81%
USB
1322
Union Savings Bank
Connecticut
$106K +$106K +569 New
RFG
1323
REAP Financial Group
Texas
$105K +$16.8K +90 +19%
CCP
1324
Caden Capital Partners
California
$104K +$105K +561 New
NWM
1325
Nova Wealth Management
Florida
$104K – – –
51 52
53
54 55

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.