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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
BOM
1326
Bank of Marin
California
$209K +$26K +115 +14%
BWL
1327
Bogart Wealth LLC
Virginia
$209K +$19.6K +87 +10%
APW
1328
Austin Private Wealth
Texas
$208K -$120K -533 -36%
BONST
1329
Bank of Nova Scotia Trust
Ontario, Canada
$207K +$13.5K +60 +7%
OFO
1330
OneAscent Family Office
Alabama
$207K -$242K -1,072 -53%
UAG
1331
United Advisor Group
Ohio
$207K +$213K +945 New
HIG
1332
Heritage Investment Group
Florida
$206K
AIA
1333
Alternative Investment Advisors
Florida
$204K +$211K +935 New
KFS
1334
Kelly Financial Services
Massachusetts
$204K +$3.61K +16 +2%
FHC
1335
First Heartland Consultants
Missouri
$204K +$211K +934 New
PWM
1336
Palumbo Wealth Management
New York
$204K -$4.29K -19 -2%
PIA
1337
Pinion Investment Advisors
Kansas
$203K +$19.6K +87 +10%
BHBT
1338
Burke & Herbert Bank & Trust
Virginia
$203K
LSA
1339
Leonteq Securities AG
Switzerland
$203K -$3.84K -17 -2%
OCM
1340
Osterweis Capital Management
California
$203K +$208K +922 +18,440%
OPWM
1341
Oxinas Partners Wealth Management
Indiana
$200K
FHA
1342
First Horizon Advisors
Tennessee
$197K +$42.4K +188 +26%
ANBT
1343
American National Bank & Trust
Texas
$194K -$5.87K -26 -3%
NFSG
1344
Newbridge Financial Services Group
Florida
$191K +$180K +796 +1,008%
AF
1345
Advisornet Financial
Minnesota
$186K +$10.6K +47 +6%
CCM
1346
Chilton Capital Management
Texas
$178K +$3.39K +15 +2%
PPA
1347
Painted Porch Advisors
California
$178K -$18.1K -80 -9%
CM
1348
Capula Management
Cayman Islands
$176K +$66.6K +295 +58%
CT
1349
Clearstead Trust
Maine
$174K +$71.1K +315 +66%
HWM
1350
Hemington Wealth Management
Virginia
$165K -$15.1K -67 -8%

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.