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
NL
1476
NVWM LLC
Pennsylvania
$30.4K -$452 -2 -1%
WIM
1477
Westside Investment Management
California
$30.3K +$24.6K +109 +363%
HT
1478
Headlands Technologies
Illinois
$29.3K +$30.3K +134 New
AIA
1479
Aventus Investment Advisors
Florida
$28.4K +$29.3K +130 New
PSB
1480
Piscataqua Savings Bank
New Hampshire
$28.2K
Q1WB
1481
Quest 10 Wealth Builders
Virginia
$26.9K +$21.2K +94 +324%
CTWM
1482
Cherry Tree Wealth Management
Minnesota
$26.7K -$2.26K -10 -8%
SS
1483
Sunbelt Securities
Texas
$25.1K -$903 -4 -3%
PWMG
1484
Private Wealth Management Group
New Jersey
$24.3K -$452 -2 -2%
KFI
1485
Key Financial Inc
Pennsylvania
$23.2K
HHMI
1486
Howard Hughes Medical Institute
Maryland
$23.2K +$23.9K +106 New
ACM
1487
Accent Capital Management
Ohio
$22.7K
CWIG
1488
Chung Wu Investment Group
Texas
$22.3K +$23K +102 New
CTA
1489
Colonial Trust Advisors
South Carolina
$21.9K
CG
1490
Curat Global
New Hampshire
$21.9K
OAJ
1491
Ogorek Anthony Joseph
New York
$21K -$14.7K -65 -40%
W
1492
WealthCollab
Washington
$20.8K
AWM
1493
Activest Wealth Management
Florida
$20.3K -$4.97K -22 -19%
HNW
1494
High Note Wealth
Minnesota
$19.9K -$903 -4 -4%
BOJHT
1495
Bank of Jackson Hole Trust
Wyoming
$19.7K
DIP
1496
DT Investment Partners
Pennsylvania
$19.7K
SGC
1497
Slocum, Gordon & Co
Rhode Island
$19.7K
MFT
1498
Moisand Fitzgerald Tamayo
Florida
$19.5K
OC
1499
Oakworth Capital
Alabama
$18.6K
AP
1500
Atwood & Palmer
Missouri
$17.7K

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.