We are live on ! Find out more
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
CT
1326
Colonial Trust
South Carolina
$104K -$172K -922 -62%
WETS
1327
Wealth Enhancement Trust Services
South Dakota
$104K +$104K +559 New
MNA
1328
Manning & Napier Advisors
New York
$102K – – –
JFGIW
1329
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$101K -$3.74K -20 -4%
MSWM
1330
Mowery & Schoenfeld Wealth Management
Illinois
$99.9K -$4.11K -22 -4%
UFF
1331
USA Financial Formulas
Michigan
$99.4K -$263K -1,407 -72%
RFP
1332
Root Financial Partners
California
$99K -$16.6K -89 -14%
AIM
1333
Anchor Investment Management
South Carolina
$98.2K – – –
RAM
1334
Reflection Asset Management
South Carolina
$88.9K +$89.5K +479 New
SS
1335
SBI Securities
Japan
$88.3K +$2.99K +16 +3%
HIA
1336
Harbor Investment Advisory
Maryland
$87.9K +$2.8K +15 +3%
JGIA
1337
Jackson Grant Investment Advisers
Connecticut
$86.3K +$374 +2 +0.4%
SL
1338
Salomon & Ludwin
Virginia
$85.4K +$2.62K +14 +3%
MTI
1339
Merrithew & Thorsten Inc
California
$85K +$85.6K +458 New
HC
1340
Hara Capital
Washington
$84K – – –
ICM
1341
Islay Capital Management
Texas
$83.5K – – –
MPW
1342
MASECO Private Wealth
$83.2K +$83.7K +448 New
RFS
1343
Richardson Financial Services
Massachusetts
$82.9K -$187 -1 -0.2%
PWA
1344
Physician Wealth Advisors
Utah
$81.4K +$30.7K +164 +60%
PAI
1345
Pittenger & Anderson Inc
Nebraska
$79.6K – – –
KA
1346
Kozak & Associates
Colorado
$79.3K – – –
AGWCA
1347
Annis Gardner Whiting Capital Advisors
Florida
$78.5K -$51.8K -277 -40%
S
1348
Sachetta
Massachusetts
$78.4K -$4.11K -22 -5%
GFM
1349
GF Fund Management
China
$77K – – –
DFA
1350
DHJJ Financial Advisors
Illinois
$76.1K – – –
52 53
54
55 56

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.