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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
SIC
1576
SJS Investment Consulting
Ohio
$2.84K -$2.26K -10 -43%
PWM
1577
Parkworth Wealth Management
California
$2.84K +$1.58K +7 +117%
MIM
1578
MTM Investment Management
South Carolina
$2.84K +$2.94K +13 New
FP
1579
Financial Perspectives
Minnesota
$2.65K
API
1580
Asset Planning Inc
California
$2.62K
ACA
1581
American Capital Advisory
Idaho
$2.62K +$1.81K +8 +200%
FCAS
1582
First Command Advisory Services
Texas
$2.4K
EWM
1583
Evolution Wealth Management
Florida
$2.4K +$2.48K +11 New
BTD
1584
BankPlus Trust Department
Mississippi
$2.19K -$1.35K -6 -38%
WA
1585
WestEnd Advisors
North Carolina
$2.19K -$1.13K -5 -33%
MAS
1586
MPWM Advisory Solutions
Georgia
$1.97K
RS
1587
Rakuten Securities
Japan
$1.97K +$226 +1 +13%
PS
1588
PayPay Securities
Japan
$1.97K +$677 +3 +50%
QWM
1589
Quaker Wealth Management
New Jersey
$1.97K +$2.03K +9 New
TC
1590
Trust Company
Kansas
$1.75K
HIA
1591
HFM Investment Advisors
New Jersey
$1.75K +$1.13K +5 +167%
TCM
1592
Tradewinds Capital Management
Washington
$1.53K
CIA
1593
Cape Investment Advisory
Georgia
$1.53K
IAS
1594
IMA Advisory Services
Colorado
$1.53K +$1.58K +7 New
DF
1595
DecisionPoint Financial
Arizona
$1.31K +$1.35K +6 New
1IA
1596
1620 Investment Advisors
Massachusetts
$1.23K -$226 -1 -17%
RPA
1597
Redwood Park Advisors
California
$1.09K
RWM
1598
Rialto Wealth Management
New York
$1.09K +$677 +3 +150%
AWM
1599
Atticus Wealth Management
Florida
$1.09K +$1.13K +5 New
T
1600
TOBAM
France
$1K

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.