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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
BIAS
1651
Beacon Investment Advisory Services
New Jersey
-$328K -1,343 Closed
PIP
1652
Peachtree Investment Partners
Florida
-$321K -1,315 Closed
IAIM
1653
International Assets Investment Management
Florida
-$320K -1,313 Closed
TCMP
1654
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$314K -1,289 Closed
PL
1655
Perpetual Ltd
Australia
-$293K -1,200 Closed
TIA
1656
Trust Investment Advisors
Indiana
-$286K -1,171 Closed
BWP
1657
BSW Wealth Partners
Colorado
-$276K -1,130 Closed
SPA
1658
Sherbrooke Park Advisers
New York
-$267K -1,093 Closed
CCG
1659
Catalina Capital Group
California
-$264K -1,082 Closed
CCC
1660
Compass Capital Corp
Massachusetts
-$229K -1,082 Closed
FFA
1661
Founders Financial Alliance
North Carolina
-$261K -1,068 Closed
WF
1662
Wayfinding Financial
Washington
-$251K -1,031 Closed
AIP
1663
Arrowpoint Investment Partners
Singapore
-$244K -1,000 Closed
SVWAG
1664
Sound View Wealth Advisors Group
Georgia
-$239K -981 Closed
FIC
1665
Family Investment Center
Missouri
-$238K -974 Closed
ABTD
1666
Arvest Bank Trust Division
Oklahoma
-$233K -956 Closed
Group One Trading
1667
Group One Trading
Illinois
-$215K -953 Closed
RPGK
1668
Retirement Planning Group (Kansas)
Kansas
-$230K -944 Closed
WA
1669
Wealthstream Advisors
New York
-$230K -943 Closed
NCTC
1670
New Covenant Trust Company
Indiana
-$227K -937 Closed
ECM
1671
EagleClaw Capital Management
Massachusetts
-$223K -914 Closed
KWA
1672
Kingswood Wealth Advisors
California
-$223K -912 Closed
MC
1673
Middleton & Co
Massachusetts
-$222K -910 Closed
BPW
1674
Bingham Private Wealth
California
-$220K -901 Closed
PIA
1675
Pollock Investment Advisors
Michigan
-$220K -900 Closed

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.