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MRSH

Marsh
MRSH

1,586 hedge funds and large institutions have $80.9B invested in Marsh in 2025 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 526 increasing their positions, 642 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $131M | Put options by funds: $78.7M

27% more first-time investments, than exits

New positions opened: 215 | Existing positions closed: 169

6% more funds holding in top 10

Funds holding in top 10: 17 → 18 (+1)

0.98% more ownership

Funds ownership: 87.98% → 88.96% (+0.98%)

1% more funds holding

Funds holding: 1,572 → 1,586 (+14)

7% less capital invested

Capital invested by funds: $87.2B → $80.9B (-$6.27B)

18% less repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 642

Holders
1,586
Holders Change
+14
Holders Change %
+0.89%
% of All Funds
19.29%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.22%
New
215
Increased
526
Reduced
642
Closed
169
Calls
$131M
Puts
$78.7M
Net Calls
+$52.7M
Net Calls Change
+$40.7M

Top Buyers

1
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$410M
2
Amundi
Amundi
France
+$353M
3
LCAM
London & Capital Asset Management
United Kingdom
+$315M
4
BlackRock
BlackRock
New York
+$310M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$281M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$350M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$266M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$247M
4
JIM
Jensen Investment Management
Oregon
-$247M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$244M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFT
1701
Alpha Family Trust
California
– -$203K -1,005 Closed
CC
1702
Carlson Capital
Texas
– -$202K -1,000 Closed
CCG
1703
Cypress Capital Group
Florida
– -$202K -1,000 Closed
FHC
1704
First Heartland Consultants
Missouri
– -$202K -1,000 Closed
PWG
1705
Portside Wealth Group
Utah
– -$202K -1,000 Closed
UW
1706
Unique Wealth
Florida
– -$201K -998 Closed
CT
1707
Chicago Trust
Illinois
– -$201K -996 Closed
MAM
1708
McLean Asset Management
Virginia
– -$200K -994 Closed
PPA
1709
Painted Porch Advisors
California
– -$164K -814 Closed
CIAM
1710
Caitong International Asset Management
Hong Kong
– -$154K -763 Closed
BC
1711
Bayforest Capital
United Kingdom
– -$139K -688 Closed
BP
1712
BNP Paribas
France
– -$120K -594 Closed
AAG
1713
Armstrong Advisory Group
Massachusetts
– -$107K -529 Closed
CCA
1714
Catalyst Capital Advisors
New York
– -$87.5K -434 Closed
SCA
1715
Stuart Chaussee & Associates
California
– -$75.4K -374 Closed
AT
1716
Arlington Trust
Alabama
– -$65.9K -327 Closed
RA
1717
Rise Advisors
New York
– -$58K -288 Closed
CIR
1718
Clear Investment Research
Georgia
– -$35.1K -173 Closed
JWM
1719
JPL Wealth Management
Colorado
– -$34.9K -173 Closed
TCM
1720
TruNorth Capital Management
Michigan
– -$31.8K -158 Closed
FLP
1721
Financial Life Planners
Arizona
– -$31.7K -157 Closed
TIM
1722
Tortoise Investment Management
New York
– -$22.6K -112 Closed
ACM
1723
Accent Capital Management
Ohio
– -$21K -104 Closed
PAM
1724
Palisade Asset Management
Minnesota
– -$18.3K -91 Closed
BOJHT
1725
Bank of Jackson Hole Trust
Wyoming
– -$18.1K -90 Closed
67 68
69
70 71

MRSH Hedge Fund Activity: Q4 2025 in Review

1,586 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q4 2025, worth a combined $80.9B — down 7.2% from $87.2B a quarter earlier.

Buyers outnumbered sellers: 215 funds opened new MRSH positions and 169 closed out — a net gain of 46 holders — while 526 added to existing stakes and 642 trimmed.

The largest buyer was Ninety One (UK), adding an estimated $410M. The largest seller was Capital Research Global Investors, cutting an estimated $350M.

  • 1,586 institutional investors held Marsh (MRSH) as of Q4 2025, up from 1,572 in Q3 2025.
  • Funds reported $80.9B of Marsh stock for Q4 2025, down 7.2% quarter-over-quarter.
  • 215 funds opened new Marsh positions in Q4 2025 and 169 closed out, a net change of +46 holders.
  • The largest Marsh buyer in Q4 2025 was Ninety One (UK), an estimated $410M added.
  • The largest Marsh seller in Q4 2025 was Capital Research Global Investors, an estimated $350M sold.

Based on aggregated 13F filings for Q4 2025.