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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
WCM
1551
WealthTrak Capital Management
Virginia
$7K +$226 +1 +3%
VWA
1552
VSM Wealth Advisory
Maryland
$7K +$7.22K +32 New
FWA
1553
Flagship Wealth Advisors
Massachusetts
$6.56K -$2.94K -13 -30%
ME
1554
McIlrath & Eck
Washington
$6.34K
TC
1555
Tacita Capital
Ontario, Canada
$6.34K
GWSA
1556
Global Wealth Strategies & Associates
Colorado
$5.9K +$1.81K +8 +42%
CWA
1557
Carolina Wealth Advisors
South Carolina
$5.47K
CWP
1558
Clark Wealth Partners
Illinois
$5.47K
TFA
1559
Toth Financial Advisory
Virginia
$5.47K
TIM
1560
Total Investment Management
Arizona
$5.47K +$5.64K +25 New
PWA
1561
Provenance Wealth Advisors
Florida
$5.25K
SC
1562
Stephens Consulting
Michigan
$4.81K +$4.97K +22 New
HWP
1563
Highline Wealth Partners
California
$4.61K +$677 +3 +17%
LFA
1564
LGT Financial Advisors
Texas
$4.59K +$4.74K +21 New
CAC
1565
Core Alternative Capital
Georgia
$4.37K -$455K -2,017 -99%
WWM
1566
Wolff Wiese Magana
California
$4.37K
BCPWM
1567
Bradley & Co Private Wealth Management
Florida
$4.15K
LWMI
1568
Legacy Wealth Management (Idaho)
Idaho
$3.94K -$1.58K -7 -28%
NSIM
1569
North Star Investment Management
Illinois
$3.94K
LIS
1570
Legacy Investment Solutions
Idaho
$3.94K +$4.06K +18 New
BHWM
1571
Bay Harbor Wealth Management
Maryland
$3.94K +$2.26K +10 +125%
MSG
1572
Main Street Group
Virginia
$3.73K
LIM
1573
Longfellow Investment Management
Massachusetts
$3.72K
AIC
1574
Archer Investment Corporation
Indiana
$3.5K
CWM
1575
Crowley Wealth Management
Delaware
$3.28K

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.