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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
NHC
1676
Nicholas Hoffman & Company
Georgia
-$219K -899 Closed
TCM
1677
Teza Capital Management
Illinois
-$219K -897 Closed
ABC
1678
Associated Banc-Corp
Wisconsin
-$219K -896 Closed
CCA
1679
Cottonwood Capital Advisors
Utah
-$219K -896 Closed
NI
1680
Natural Investments
California
-$218K -896 Closed
MWA
1681
Mills Wealth Advisors
Texas
-$218K -895 Closed
NFP
1682
Narus Financial Partners
Utah
-$218K -895 Closed
WPW
1683
Watershed Private Wealth
Illinois
-$218K -892 Closed
CS
1684
Cannell & Spears
New York
-$215K -879 Closed
CP
1685
Clarendon Private
Massachusetts
-$214K -877 Closed
GSF
1686
Grove Street Fiduciary
New Hampshire
-$214K -875 Closed
GA
1687
Goldstein Advisors
Wisconsin
-$213K -871 Closed
BWM
1688
Baron Wealth Management
Michigan
-$212K -870 Closed
DFA
1689
DHK Financial Advisors
New Hampshire
-$211K -866 Closed
HI
1690
Humankind Investments
New York
-$211K -864 Closed
SP
1691
Stablepoint Partners
Massachusetts
-$210K -861 Closed
WC
1692
Waterloo Capital
Texas
-$210K -859 Closed
VCM
1693
Virtue Capital Management
Tennessee
-$208K -854 Closed
PIN
1694
Prudent Investors Network
California
-$208K -851 Closed
BWP
1695
Baldwin Wealth Partners
Massachusetts
-$207K -847 Closed
OHWP
1696
Oak Harbor Wealth Partners
North Carolina
-$207K -847 Closed
CMAI
1697
Capital Management Associates Inc
Minnesota
-$205K -840 Closed
JCM
1698
Jacobsen Capital Management
Utah
-$204K -836 Closed
PWP
1699
PrairieView Wealth Partners
Illinois
-$203K -833 Closed
ASBI
1700
American State Bank (Iowa)
Iowa
-$203K -831 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.