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MRSH

Marsh

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: 1718 (+1)

0.98% more ownership

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

1% more funds holding

Funds holding: 1,5721,586 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
X
276
Xponance
Pennsylvania
$15.6M +$802K +4,290 +5%
WP
277
Woodline Partners
California
$15.5M +$3.49M +18,652 +29%
Bank Julius Baer & Co
278
Bank Julius Baer & Co
Switzerland
$15.5M -$2.75M -14,698 -15%
WAS
279
Wesleyan Assurance Society
United Kingdom
$15.2M
VIM
280
Vancity Investment Management
British Columbia, Canada
$15.2M -$1.2M -6,431 -7%
URS
281
Utah Retirement Systems
Utah
$15.1M -$12.3K -66 -0.1%
UIM
282
USS Investment Management
United Kingdom
$15.1M +$34K +182 +0.2%
IC
283
IEQ Capital
California
$14.8M +$9.5M +50,838 +177%
WTB
284
Washington Trust Bank
Washington
$14.7M +$174K +929 +1%
ET
285
Entropy Technologies
New York
$14.7M +$3.53M +18,859 +31%
Rockefeller Capital Management
286
Rockefeller Capital Management
New York
$14.6M -$655K -3,503 -4%
OPCM
287
Osborne Partners Capital Management
California
$14.6M +$272K +1,454 +2%
P
288
&Partners
Tennessee
$14.6M +$1.31M +6,997 +10%
OSAM
289
O'Shaughnessy Asset Management
Connecticut
$14.4M -$2.02M -10,824 -12%
SWM
290
Segment Wealth Management
Texas
$14.4M -$230K -1,233 -2%
FMI
291
Factory Mutual Insurance
Massachusetts
$14.2M -$570K -3,050 -4%
CFO
292
Callan Family Office
Pennsylvania
$14.1M +$2.47M +13,214 +21%
Neuberger Berman Group
293
Neuberger Berman Group
New York
$14.1M -$658K -3,518 -4%
CWM
294
CIBC World Markets
New York
$14M +$14.1M +75,653 New
MSE
295
MUFG Securities EMEA
United Kingdom
$13.9M +$4.43M +23,674 +46%
PFSRSONJ
296
Police & Firemen's Retirement System of New Jersey
New Jersey
$13.9M -$823K -4,403 -6%
AF
297
Align Financial
Minnesota
$13.9M +$2.6M +13,914 New
ROC
298
Running Oak Capital
Minnesota
$13.9M -$408K -2,181 -3%
EGM
299
Engineers Gate Manager
New York
$13.7M +$5.18M +27,713 +60%
BIM
300
Bridges Investment Management
Nebraska
$13.7M -$431K -2,307 -3%