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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
QT
401
Quantbot Technologies
New York
$3.34M +$3.45M +21,503 New
WF
402
Welch & Forbes
Massachusetts
$3.33M -$239K -1,491 -7%
SFA
403
Souders Financial Advisors
Ohio
$3.32M +$107K +667 +3%
BF
404
BOK Financial
Oklahoma
$3.29M +$261K +1,626 +8%
SLI
405
Sumitomo Life Insurance
Japan
$3.29M +$39.9K +249 +1%
AF
406
Alerus Financial
North Dakota
$3.23M +$627K +3,915 +23%
EL
407
Essex LLC
Illinois
$3.21M +$68.6K +428 +2%
SAM
408
Sompo Asset Management
Japan
$3.19M -$1.38M -8,610 -30%
PPW
409
Parcion Private Wealth
Washington
$3.16M -$431K -2,691 -12%
V
410
Veritable
Delaware
$3.11M +$47.9K +299 +2%
KWILP
411
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.07M -$3.14M -19,603 -50%
SBWIC
412
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.96M +$4.17K +26 +0.1%
MBTD
413
Mechanics Bank - Trust Department
California
$2.93M +$68.6K +428 +2%
CPA
414
Capital Planning Advisors
California
$2.89M -$8.49K -53 -0.3%
AP
415
Advisor Partners
California
$2.88M +$50.3K +314 +2%
USAA
416
United Services Automobile Association
Texas
$2.87M +$2.96M +18,486 New
LGF
417
LGT Group Foundation
Liechtenstein
$2.87M -$158K -989 -5%
FCH
418
Freestone Capital Holdings
Washington
$2.83M -$533K -3,326 -15%
BCV
419
Banque Cantonale Vaudoise
Switzerland
$2.82M -$321K -2,000 -10%
MNBTD
420
Moody National Bank Trust Division
Texas
$2.79M -$1.22M -7,606 -30%
AAMU
421
AEGON Asset Management (UK)
United Kingdom
$2.78M +$139K +870 +5%
ECM
422
Everence Capital Management
Indiana
$2.77M
AWM
423
AE Wealth Management
Kansas
$2.75M +$158K +987 +6%
RWA
424
River Wealth Advisors
Pennsylvania
$2.74M -$89.4K -558 -3%
MLM
425
Mount Lucas Management
Pennsylvania
$2.67M +$94.4K +589 +4%