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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
AAS
1351
Ameritas Advisory Services
Nebraska
$162K -$172K -762 -51%
IBOK
1352
Independence Bank of Kentucky
Kentucky
$160K +$25.1K +111 +18%
LC
1353
Lavaca Capital
Texas
$153K
Cohen & Steers
1354
Cohen & Steers
New York
$153K
OWA
1355
Opal Wealth Advisors
New York
$152K -$16.5K -73 -10%
HB
1356
Horizon Bancorp
Indiana
$151K -$13.3K -59 -8%
BGAI
1357
Bruce G. Allen Investments
Colorado
$142K -$9.26K -41 -6%
NWM
1358
Nova Wealth Management
Florida
$141K -$23K -102 -14%
CIM
1359
CCLA Investment Management
United Kingdom
$140K +$9.06M +40,136 +7%
AGWCA
1360
Annis Gardner Whiting Capital Advisors
Florida
$136K +$7K +31 +5%
PCFFS
1361
Pacific Center for Financial Services
California
$134K -$30.7K -136 -18%
MHR
1362
Matthew Hamilton Rosenberg
$134K
TFIPS
1363
Towarzystwo Funduszy Inwestycyjnych PZU SA
$133K +$29.3K +130 +27%
MME
1364
Meag Munich Ergo
Germany
$133K +$137K +609 New
PPC
1365
Park Place Capital
Alabama
$132K -$28.9K -128 -17%
MSWM
1366
Mowery & Schoenfeld Wealth Management
Illinois
$127K -$5.19K -23 -4%
AAG
1367
Armstrong Advisory Group
Massachusetts
$122K
WTA
1368
Washington Trust Advisors
Massachusetts
$120K
WA
1369
WPG Advisers
Maryland
$118K -$45.4K -201 -27%
AIM
1370
Anchor Investment Management
South Carolina
$116K +$2.71K +12 +2%
JFGIW
1371
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$115K +$22.6K +100 +24%
WA
1372
Whipplewood Advisors
Colorado
$111K +$16.5K +73 +17%
SOW
1373
State of Wyoming
Wyoming
$111K +$47.2K +209 +70%
SS
1374
SBI Securities
Japan
$110K -$15.8K -70 -12%
TF
1375
Tompkins Financial
New York
$110K

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.