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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
NECFA
1351
New England Capital Financial Advisors
Connecticut
$75.6K – – –
LWM
1352
Lodestone Wealth Management
Washington
$75.3K +$75.9K +406 New
MAM
1353
Morse Asset Management
Connecticut
$75.1K – – –
MDA
1354
Minot DeBlois Advisors
Massachusetts
$74.2K – – –
RTC
1355
Riverview Trust Company
Washington
$74.2K – – –
DI
1356
DAGCO Inc
Ohio
$73.9K +$2.8K +15 +4%
SC
1357
SouthState Corp
Florida
$71.4K +$15.7K +84 +28%
CSC
1358
Caldwell Sutter Capital
California
$70.9K +$12.2K +65 +21%
AA
1359
Addison Advisors
Vermont
$70.5K +$24.1K +129 +51%
CNBT
1360
Cornerstone National Bank & Trust
Illinois
$69.6K – – –
GWM
1361
Geneos Wealth Management
Colorado
$69.2K +$8.41K +45 +14%
NRG
1362
Nemes Rush Group
Michigan
$68.8K +$25.4K +136 +58%
TFA
1363
Transamerica Financial Advisors
Florida
$68.4K +$25.8K +138 +60%
AWA
1364
Acumen Wealth Advisors
Tennessee
$68.3K +$68.8K +368 New
DIP
1365
DT Investment Partners
Pennsylvania
$67.2K +$50.8K +272 +302%
SCM
1366
Silvant Capital Management
Georgia
$66.4K – – –
RCM
1367
Raleigh Capital Management
North Carolina
$66.4K -$2.06K -11 -3%
PUI
1368
Purpose Unlimited Inc
$65.7K +$66.2K +354 New
APW
1369
Aventura Private Wealth
Florida
$65.1K -$3.74K -20 -5%
OP
1370
ORG Partners
Indiana
$64.6K +$6.92K +37 +12%
KFAS
1371
Keating Financial Advisory Services
Kansas
$63.3K +$63.7K +341 New
DWA
1372
Dougherty Wealth Advisers
Minnesota
$62K – – –
PGAM
1373
Princeton Global Asset Management
New Jersey
$61.4K -$1.48M -7,899 -96%
WA
1374
WPG Advisers
Maryland
$60.9K -$31.4K -168 -34%
SIS
1375
Sound Income Strategies
Florida
$60.7K +$1.87K +10 +3%
53 54
55
56 57

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.