We are live on ! Find out more
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
AIMC
1701
Alley Investment Management Company
Illinois
-$203K -830 Closed
CGA
1702
Crescent Grove Advisors
Illinois
-$202K -829 Closed
HPM
1703
Hoxton Planning & Management
West Virginia
-$202K -829 Closed
FA
1704
FDx Advisors
Illinois
-$201K -823 Closed
B
1705
Bellecapital
Switzerland
-$200K -820 Closed
HBS
1706
Howard Bailey Securities
Indiana
-$200K -820 Closed
CAWM
1707
Capital A Wealth Management
Pennsylvania
-$108K -441 Closed
QC
1708
Quent Capital
New York
-$107K -437 Closed
FFC
1709
First Financial Corp
Indiana
-$73.9K -303 Closed
MFA
1710
McClarren Financial Advisors
Pennsylvania
-$80K -244 Closed
SCB
1711
Saudi Central Bank
Saudi Arabia
-$47.1K -193 Closed
GFPC
1712
Global Financial Private Client
Florida
-$41.7K -171 Closed
CHC
1713
City Holding Co
West Virginia
-$36.6K -150 Closed
KC
1714
Knuff & Co
California
-$27.8K -114 Closed
DWM
1715
Darwin Wealth Management
Florida
-$17K -80 Closed
FW
1716
Fairway Wealth
Ohio
-$16.1K -66 Closed
TLA
1717
Tanglewood Legacy Advisors
Texas
-$14.9K -61 Closed
BFPW
1718
BOK Financial Private Wealth
Colorado
-$12.2K -50 Closed
ETS
1719
ESL Trust Services
New York
-$10.5K -43 Closed
MIA
1720
MeadowBrook Investment Advisors
Michigan
-$8.79K -36 Closed
LWANC
1721
Laurel Wealth Advisors (North Carolina)
North Carolina
-$7.32K -30 Closed
BDPWM
1722
Barnes Dennig Private Wealth Management
Ohio
-$6.83K -28 Closed
GJIA
1723
Glass Jacobson Investment Advisors
Maryland
-$5.31K -25 Closed
RWM
1724
Ruedi Wealth Management
Illinois
-$5.86K -24 Closed
WW
1725
Winnow Wealth
Texas
-$3.71K -16 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.