MRSH

Marsh

1,597 hedge funds and large institutions have $96.9B invested in Marsh in 2025 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 615 increasing their positions, 589 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

1% less funds holding

Funds holding: 1,6111,597 (-14)

9% less capital invested

Capital invested by funds: $106B → $96.9B (-$9.56B)

47% less funds holding in top 10

Funds holding in top 10: 3619 (-17)

Holders
1,597
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$154M
Puts
$123M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
301
Bridges Investment Management
Nebraska
$16M
Kovitz Investment Group Partners
302
Kovitz Investment Group Partners
Illinois
$15.9M
WTB
303
Washington Trust Bank
Washington
$15.9M
SOADOR
304
State of Alaska Department of Revenue
Alaska
$15.8M
ROC
305
Running Oak Capital
Minnesota
$15.8M
LCI
306
L1 Capital International
Australia
$15.8M
NCM
307
Nearwater Capital Markets
Ireland
$15.4M
CRC
308
Curi RMB Capital
Illinois
$15.3M
TIP
309
Torray Investment Partners
Maryland
$15.3M
BAAM
310
Baker Avenue Asset Management
California
$15.1M
Brown Advisory
311
Brown Advisory
Maryland
$15M
EI
312
Ethic Inc
New York
$14.9M
VPIM
313
Vanguard Personalized Indexing Management
California
$14.7M
YCM
314
Yousif Capital Management
Michigan
$14.7M
WTC
315
WhitTier Trust Company
Nevada
$14.5M
FBB
316
Fulton Breakefield Broenniman
Maryland
$14.4M
CIS
317
Capital International Sarl
California
$14.3M
Mirae Asset Global Investments
318
Mirae Asset Global Investments
South Korea
$14.1M
Public Employees Retirement Association of Colorado
319
Public Employees Retirement Association of Colorado
Colorado
$14.1M
GF
320
Gabelli Funds
New York
$14M
YIH
321
Y-Intercept (HK)
Hong Kong
$13.9M
HTIM
322
Harbour Trust & Investment Management
Indiana
$13.8M
LCS
323
Levin Capital Strategies
New York
$13.7M
CFO
324
Callan Family Office
Pennsylvania
$13.6M
P
325
&Partners
Tennessee
$13.6M