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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
CIA
1451
Cape Investment Advisory
Georgia
$19.1K +$19.3K +103 New
GAFA
1452
Garton & Associates Financial Advisors
Kentucky
$19K +$19.3K +103 New
CWIG
1453
Chung Wu Investment Group
Texas
$18.9K – – –
CTA
1454
Colonial Trust Advisors
South Carolina
$18.6K – – –
CG
1455
Curat Global
New Hampshire
$18.6K – – –
TCM
1456
TD Capital Management
Tennessee
$18.5K -$12.5K -67 -40%
W
1457
WealthCollab
Washington
$17.6K – – –
TC
1458
Truvestments Capital
Florida
$17.3K +$935 +5 +6%
LAS
1459
Lloyd Advisory Services
Georgia
$16.9K +$17K +91 New
UCB
1460
United Community Bank
South Carolina
$16.7K – – –
SC
1461
Steph & Co
Wisconsin
$16.7K +$2.99K +16 +22%
MFT
1462
Moisand Fitzgerald Tamayo
Florida
$16.5K – – –
MCA
1463
McGuire Capital Advisors
Oklahoma
$16.5K +$16.6K +89 New
MWM
1464
Mascoma Wealth Management
New Hampshire
$15.8K +$1.31K +7 +9%
BCM
1465
Boreal Capital Management
Florida
$15.4K – – –
SEP
1466
Signature Equity Partners
Ohio
$14.4K +$14.6K +78 New
HWP
1467
Highline Wealth Partners
California
$14.1K +$6.54K +35 +85%
AP
1468
Aspect Partners
Virginia
$14.1K +$935 +5 +7%
OAJ
1469
Ogorek Anthony Joseph
New York
$14K -$2.62K -14 -15%
GWM
1470
Greenline Wealth Management
Florida
$13.9K +$14K +75 New
KG
1471
Kilter Group
New York
$13.7K +$6.36K +34 +85%
IWM
1472
IMG Wealth Management
Florida
$13.7K +$3.55K +19 +35%
WA
1473
Westfuller Advisors
New York
$13.5K -$3.92K -21 -22%
GIA
1474
GHP Investment Advisors
Colorado
$13.4K – – –
1M
1475
1248 Management
Missouri
$13.4K – – –
57 58
59
60 61

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.