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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
TCM
1526
Tradewinds Capital Management
Washington
$5.38K – – –
ME
1527
McIlrath & Eck
Washington
$5.38K – – –
TC
1528
Tacita Capital
Ontario, Canada
$5.38K – – –
PWA
1529
Principia Wealth Advisory
Texas
$5.38K +$2.06K +11 +61%
ITIM
1530
Indiana Trust & Investment Management
Indiana
$5.2K -$23K -123 -81%
CMA
1531
Cedar Mountain Advisors
Oregon
$5.01K -$2.06K -11 -29%
VWA
1532
Valued Wealth Advisors
Utah
$4.89K -$1.68K -9 -26%
CWP
1533
Clark Wealth Partners
Illinois
$4.45K – – –
PWA
1534
Provenance Wealth Advisors
Florida
$4.45K – – –
PWMG
1535
Private Wealth Management Group
New Jersey
$4.27K -$16.1K -86 -79%
CFD
1536
Creative Financial Designs
Indiana
$4.27K -$4.3K -23 -50%
PS
1537
PayPay Securities
Japan
$4.27K +$748 +4 +21%
TM
1538
Torren Management
California
$4.27K +$4.3K +23 New
SFS
1539
Sunrise Financial Services
Washington
$4.08K +$4.11K +22 New
QA
1540
Quattro Advisors
Pennsylvania
$3.74K +$3.74K +20 New
WWM
1541
Wolff Wiese Magana
California
$3.71K – – –
FCAS
1542
First Command Advisory Services
Texas
$3.71K +$1.68K +9 +82%
SFG
1543
Strive Financial Group
Indiana
$3.71K +$3.74K +20 New
UFPG
1544
United Financial Planning Group
New York
$3.71K +$3.74K +20 New
PP
1545
Pacifica Partners
Canada
$3.65K – – –
GWSA
1546
Global Wealth Strategies & Associates
Colorado
$3.56K -$1.5K -8 -30%
BFS
1547
Bare Financial Services
Pennsylvania
$3.52K -$4.3K -23 -55%
PMIM
1548
Prudent Man Investment Management
Colorado
$3.52K +$3.55K +19 New
YP
1549
YANKCOM Partnership
South Dakota
$3.52K +$3.55K +19 New
BCPWM
1550
Bradley & Co Private Wealth Management
Florida
$3.52K – – –
60 61
62
63 64

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.