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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
WIM
1401
Westside Investment Management
California
$45.8K +$561 +3 +1%
UOTTAIMCU
1402
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$45.1K +$45.4K +243 New
RWM
1403
Rialto Wealth Management
New York
$41.4K +$39.6K +212 +1,927%
MB
1404
MidFirst Bank
Oklahoma
$40.6K +$40.9K +219 New
BSB
1405
Bangor Savings Bank
Maine
$38.2K – – –
C
1406
Covestor
United Kingdom
$38K -$4.11K -22 -10%
HDIM
1407
Hanson & Doremus Investment Management
Vermont
$38K -$1.5K -8 -4%
AWM
1408
Activest Wealth Management
Florida
$37.8K +$36.1K +193 +1,755%
Loomis, Sayles & Company
1409
Loomis, Sayles & Company
Massachusetts
$37.5K -$1.31K -7 -3%
CIAS
1410
CBIZ Investment Advisory Services
Ohio
$37.3K +$23.6K +126 +168%
SG
1411
Sankala Group
Colorado
$37.2K +$37.2K +199 New
KAS
1412
Kemnay Advisory Services
New York
$36.2K +$36.4K +195 New
CYG
1413
Clean Yield Group
Vermont
$35.8K – – –
NL
1414
Navalign LLC
California
$35.5K +$35.7K +191 New
SHIM
1415
Stone House Investment Management
Pennsylvania
$35.2K -$1.87K -10 -5%
FPF
1416
First Pacific Financial
Washington
$35K +$187 +1 +0.5%
OC
1417
Oakworth Capital
Alabama
$34.5K +$18.9K +101 +119%
FUBT
1418
First United Bank & Trust
Maryland
$34.3K -$5.79K -31 -14%
RL
1419
Rogco LP
Oklahoma
$34K – – –
EW
1420
Elyxium Wealth
California
$33.9K +$34.2K +183 New
FFA
1421
Frazier Financial Advisors
Ohio
$33.6K – – –
B
1422
Bayban
Minnesota
$33.6K +$33.8K +181 New
AFG
1423
Albion Financial Group
Utah
$33.4K -$2.24K -12 -6%
ADL
1424
Asset Dedication LLC
California
$33.4K +$4.86K +26 +17%
CAL
1425
Capital Analysts LLC
Pennsylvania
$32K – – –
55 56
57
58 59

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.