We are live on ! Find out more
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
BIA
1451
Bell Investment Advisors
California
$42.9K +$452 +2 +1%
RI
1452
Ridgewood Investments
New Jersey
$42.2K
CYG
1453
Clean Yield Group
Vermont
$42.2K +$23.3K +103 +114%
IFS
1454
Intelligent Financial Strategies
Minnesota
$41.3K
FPF
1455
First Pacific Financial
Washington
$40.9K
SL
1456
Salomon & Ludwin
Virginia
$40.4K
RL
1457
Rogco LP
Oklahoma
$40K
FWM
1458
FSA Wealth Management
Massachusetts
$39.8K -$15.1K -67 -27%
FFA
1459
Frazier Financial Advisors
Ohio
$39.7K +$5.19K +23 +14%
AFG
1460
Albion Financial Group
Utah
$39.4K
AIM
1461
Access Investment Management
Georgia
$39.1K +$40.4K +179 New
AG
1462
AmeriFlex Group
Nevada
$38.5K +$1.58K +7 +4%
SC
1463
Solstein Capital
California
$38.3K +$9.03K +40 +30%
CAL
1464
Capital Analysts LLC
Pennsylvania
$38K +$226 +1 +0.6%
GC
1465
Garde Capital
Washington
$37.4K
TCM
1466
TD Capital Management
Tennessee
$36.4K +$32.7K +145 +690%
CH
1467
Canton Hathaway
Rhode Island
$36K
HDIM
1468
Hanson & Doremus Investment Management
Vermont
$36K
JWA
1469
JFS Wealth Advisors
Pennsylvania
$35K -$452 -2 -1%
ADL
1470
Asset Dedication LLC
California
$33.7K +$7.9K +35 +29%
ITIM
1471
Indiana Trust & Investment Management
Indiana
$33K
ACA
1472
Atlas Capital Advisors
Wyoming
$33K
DWA
1473
Delos Wealth Advisors
Texas
$32.4K +$33.4K +148 New
GSWM
1474
Golden State Wealth Management
California
$31.9K -$2.03K -9 -6%
CIR
1475
Clear Investment Research
Georgia
$30.6K

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.