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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
TCA
1426
Trifecta Capital Advisors
Illinois
$63.2K
PCTC
1427
Perkins Coie Trust Company
Washington
$62.5K -$452 -2 -0.7%
GEA
1428
Glen Eagle Advisors
New Jersey
$62.1K
RA
1429
Rise Advisors
New York
$61.4K +$226 +1 +0.4%
IHWM
1430
Iron Horse Wealth Management
Iowa
$61K
GKIM
1431
GW&K Investment Management
Massachusetts
$61K +$9.48K +42 +18%
PWA
1432
Physician Wealth Advisors
Utah
$59.7K +$1.81K +8 +3%
CPG
1433
Cornerstone Planning Group
New Jersey
$59.1K -$3.39K -15 -5%
SVWA
1434
Sarver Vrooman Wealth Advisors
Missouri
$58.8K
VEA
1435
Virtus ETF Advisers
New York
$58.2K
PMFA
1436
Plante Moran Financial Advisors
Michigan
$56.4K +$1.58K +7 +3%
LI
1437
LRI Investments
Florida
$55.5K +$1.81K +8 +3%
FFO
1438
Fortitude Family Office
Arizona
$55.3K -$1.35K -6 -2%
SO
1439
Sierra Ocean
California
$54.2K +$17.2K +76 +44%
NC
1440
NewSquare Capital
Pennsylvania
$52.5K +$17.4K +77 +47%
C
1441
Covestor
United Kingdom
$52K +$677 +3 +1%
EWP
1442
Elevation Wealth Partners
California
$51.9K +$6.77K +30 +14%
RWM
1443
RMG Wealth Management
Wisconsin
$51.2K +$465K +2,058 New
NRG
1444
Nemes Rush Group
Michigan
$51.1K -$6.55K -29 -11%
CAL
1445
Capital Advisors Ltd
Ohio
$51K +$2.26K +10 +5%
EP
1446
Essential Partners
California
$50.3K +$51.9K +230 New
FUBT
1447
First United Bank & Trust
Maryland
$47.2K
SHIM
1448
Stone House Investment Management
Pennsylvania
$45K -$12.9K -57 -22%
BSB
1449
Bangor Savings Bank
Maine
$45K
Loomis, Sayles & Company
1450
Loomis, Sayles & Company
Massachusetts
$44.8K +$46.3K +205 New

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.