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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
IRC
1526
Investors Research Corp
Georgia
$9.84K
RDFA
1527
Ritter Daniher Financial Advisory
Ohio
$9.84K
CIAS
1528
CBIZ Investment Advisory Services
Ohio
$9.84K +$8.58K +38 +543%
KG
1529
Kilter Group
New York
$9.84K +$10.2K +45 New
HWM
1530
Horizons Wealth Management
North Carolina
$9.62K
RTL
1531
Red Tortoise LLC
Georgia
$9.4K
PWA
1532
Principia Wealth Advisory
Texas
$9.4K +$5.19K +23 +115%
PP
1533
Pacifica Partners
Canada
$9.33K +$2.26K +10 +30%
VWA
1534
Valued Wealth Advisors
Utah
$9.21K +$903 +4 +11%
CT
1535
Coastline Trust
Rhode Island
$9.18K
BFS
1536
Bare Financial Services
Pennsylvania
$9.18K +$8.35K +37 +740%
OA
1537
Operose Advisors
Wisconsin
$8.96K
MWM
1538
MorganRosel Wealth Management
Colorado
$8.96K +$677 +3 +8%
WCM
1539
Westend Capital Management
California
$8.75K +$9.03K +40 New
BL
1540
BFSG LLC
California
$8.53K
CBT
1541
Crews Bank & Trust
Florida
$8.53K
ABWM
1542
Alpine Bank Wealth Management
Colorado
$8.31K +$8.58K +38 New
TWD
1543
True Wealth Design
Ohio
$8.13K -$1.13K -5 -12%
RAM
1544
Riggs Asset Management
Pennsylvania
$8.09K +$5.64K +25 +208%
TFGT
1545
TS Financial Group (TSFG)
Illinois
$8K +$226 +1 +3%
TFM
1546
TFC Financial Management
Massachusetts
$7.87K
BCM
1547
Boreal Capital Management
Florida
$7.87K +$8.13K +36 New
GWSG
1548
GPS Wealth Strategies Group
Colorado
$7.54K +$226 +1 +3%
RWA
1549
Redmont Wealth Advisors
Illinois
$7.21K +$7.45K +33 New
DPW
1550
DiNuzzo Private Wealth
Pennsylvania
$7K -$452 -2 -6%

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.