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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
CNBT
1401
Cornerstone National Bank & Trust
Illinois
$82K
SCA
1402
Stuart Chaussee & Associates
California
$81.8K
CWM
1403
Centricity Wealth Management
Ohio
$81.3K
APW
1404
Aventura Private Wealth
Florida
$81.1K +$1.81K +8 +2%
M
1405
MOTCO
Texas
$79.3K +$4.74K +21 +6%
SCM
1406
Silvant Capital Management
Georgia
$78.3K
SIS
1407
Sound Income Strategies
Florida
$77.8K +$74.3K +329 +1,219%
KIM
1408
Kestra Investment Management
Texas
$75.7K
HWA
1409
Heritage Wealth Advisors
Virginia
$73.7K
DWA
1410
Dougherty Wealth Advisers
Minnesota
$73K
AT
1411
Arlington Trust
Alabama
$72.6K +$1.13K +5 +2%
SSG
1412
Summit Securities Group
New York
$72.6K +$75K +332 New
PSFG
1413
Park Square Financial Group
Georgia
$72.2K +$226 +1 +0.3%
WB
1414
Webster Bank
Connecticut
$71.7K
MAM
1415
Meeder Asset Management
Ohio
$71.5K +$11.5K +51 +18%
TPWA
1416
Twin Peaks Wealth Advisors
California
$67.5K +$74.5K +330 New
HWM
1417
HighMark Wealth Management
Minnesota
$67.2K
STB
1418
S&T Bank
Pennsylvania
$66.7K -$28.2K -125 -29%
CA
1419
CoreCap Advisors
Michigan
$65.8K +$2.94K +13 +5%
CCC
1420
Chelsea Counsel Company
California
$65.6K
TIM
1421
Tortoise Investment Management
New York
$65.6K +$4.97K +22 +8%
CSC
1422
Caldwell Sutter Capital
California
$65.6K +$5.19K +23 +8%
GPI
1423
General Partner Inc
Pennsylvania
$65.2K
CIAM
1424
Caitong International Asset Management
Hong Kong
$65.2K +$44.5K +197 +195%
DF
1425
Dunhill Financial
United Kingdom
$63.7K -$226 -1 -0.3%

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.