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MRSH

Marsh

1,148 hedge funds and large institutions have $68.2B invested in Marsh in 2022 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 434 increasing their positions, 405 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

19% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 95

7% more repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 405

0.08% more ownership

Funds ownership: 87.92%88% (+0.08%)

0% less funds holding

Funds holding: 1,1491,148 (-1)

9% less capital invested

Capital invested by funds: $74.9B → $68.2B (-$6.71B)

37% less call options, than puts

Call options by funds: $87.9M | Put options by funds: $139M

Holders
1,148
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
19.34%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.42%
New
113
Increased
434
Reduced
405
Closed
95
Calls
$87.9M
Puts
$139M
Net Calls
-$51.5M
Net Calls Change
-$53.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
326
Crossmark Global Holdings
Texas
$5.95M -$532K -3,318 -8%
MGWM
327
Marks Group Wealth Management
Minnesota
$5.88M -$332K -2,071 -5%
KRS
328
Kentucky Retirement Systems
Kentucky
$5.78M +$812K +5,069 +16%
CG
329
Colony Group
Massachusetts
$5.77M +$5.67M +35,405 +2,016%
SAM
330
Shell Asset Management
Netherlands
$5.76M -$1.13M -7,031 -16%
AIM
331
Achmea Investment Management
Netherlands
$5.69M -$78.8K -492 -1%
BSI
332
Bennett Selby Investments
Maine
$5.62M -$13.3K -83 -0.2%
CCFCSB
333
Cape Cod Five Cents Savings Bank
Massachusetts
$5.47M +$31.3K +195 +0.6%
NC
334
Northcape Capital
Australia
$5.46M -$356K -2,223 -6%
CM
335
Churchill Management
California
$5.44M
AAM
336
Auxier Asset Management
Oregon
$5.41M -$17K -106 -0.3%
IIM
337
Ipswich Investment Management
Massachusetts
$5.38M -$52.9K -330 -0.9%
OSAM
338
O'Shaughnessy Asset Management
Connecticut
$5.37M -$189K -1,179 -3%
WA
339
Watchtower Advisors
Connecticut
$5.28M +$5.45M +34,000 New
AT
340
American Trust
Kentucky
$5.26M +$302K +1,886 +6%
TVWM
341
Tower View Wealth Management
Wisconsin
$5.25M -$168K -1,046 -3%
APF
342
Alaska Permanent Fund
Alaska
$5.17M +$5.18M +32,304 +3,280%
AWM
343
Apollon Wealth Management
South Carolina
$5.14M -$652K -4,066 -11%
PAG
344
Private Advisor Group
New Jersey
$5.02M -$264K -1,649 -5%
Daiwa Securities Group
345
Daiwa Securities Group
Japan
$4.99M +$180K +1,126 +4%
SCA
346
Stokes Capital Advisors
South Carolina
$4.97M +$109K +680 +2%
WorldQuant Millennium Advisors
347
WorldQuant Millennium Advisors
New York
$4.88M
RBA
348
Richard Bernstein Advisors
New York
$4.88M
LSERS
349
Louisiana State Employees Retirement System
Louisiana
$4.87M -$16K -100 -0.3%
EWA
350
Exencial Wealth Advisors
Oklahoma
$4.79M -$26.6K -166 -0.5%