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
CWM
326
CIBC World Markets
New York
$13.6M
N
327
Natixis
France
$13.4M
NAM
328
Nissay Asset Management
Japan
$13.3M
FAB
329
First American Bank
Illinois
$13.3M
Wealthfront Advisers
330
Wealthfront Advisers
California
$13.3M
Lido Advisors
331
Lido Advisors
California
$12.9M
AWM
332
Apollon Wealth Management
South Carolina
$12.9M
GAM
333
Generali Asset Management
Italy
$12.7M
FGP
334
Foyston, Gordon, & Payne
Ontario, Canada
$12.5M
Capital Fund Management (CFM)
335
Capital Fund Management (CFM)
France
$12.5M
JA
336
JLB & Associates
Michigan
$12.4M
ACIM
337
Azimuth Capital Investment Management
Michigan
$12.4M
MOACM
338
Mutual of America Capital Management
New York
$12.4M
BCI
339
Brinker Capital Investments
Pennsylvania
$12.1M
CWM
340
Calamos Wealth Management
Illinois
$11.7M
TPSF
341
Texas Permanent School Fund
Texas
$11.6M
IIM
342
INTECH Investment Management
Florida
$11.5M
CI Investments Inc
343
CI Investments Inc
Ontario, Canada
$11.4M
Luther King Capital Management (LKCM)
344
Luther King Capital Management (LKCM)
Texas
$11.4M
CS
345
Candriam SCA
Luxembourg
$11.3M
EDRH
346
Edmond de Rothschild Holding
Switzerland
$11.3M
CAPTRUST Financial Advisors
347
CAPTRUST Financial Advisors
North Carolina
$11.3M
William Blair & Company
348
William Blair & Company
Illinois
$11.2M
CIBC Private Wealth Group
349
CIBC Private Wealth Group
Georgia
$10.8M
DCM
350
Dupont Capital Management
Delaware
$10.7M