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
AAM
401
Auxier Asset Management
Oregon
$7.38M
Los Angeles Capital Management
402
Los Angeles Capital Management
California
$7.28M
ORI
403
Oak Ridge Investments
Illinois
$7.18M
UM
404
UniSuper Management
Australia
$7.12M
ZBNA
405
Zions Bancorporation, National Association
Utah
$7.1M
IIM
406
Ipswich Investment Management
Massachusetts
$7.06M
NA
407
NewEdge Advisors
Louisiana
$6.93M
KRS
408
Kentucky Retirement Systems
Kentucky
$6.91M
CGH
409
Crossmark Global Holdings
Texas
$6.87M
SW
410
SVB Wealth
Massachusetts
$6.85M
TVWM
411
Tower View Wealth Management
Wisconsin
$6.71M
MGP
412
Metis Global Partners
California
$6.71M
CM
413
Churchill Management
California
$6.7M
Focus Partners Wealth
414
Focus Partners Wealth
Massachusetts
$6.65M
HIMCH
415
Hartford Investment Management Co (HIMCO)
Connecticut
$6.51M
AAS
416
Avantax Advisory Services
Texas
$6.5M
AIM
417
Achmea Investment Management
Netherlands
$6.29M
SF
418
Synovus Financial
Georgia
$6.19M
SCA
419
Snowden Capital Advisors
New York
$6.17M
First Manhattan
420
First Manhattan
New York
$6.16M
PPW
421
Parcion Private Wealth
Washington
$6.1M
CPA
422
Capital Planning Advisors
California
$6.06M
MGP
423
M&G plc
United Kingdom
$6.04M
CCFCSB
424
Cape Cod Five Cents Savings Bank
Massachusetts
$5.96M
ACM
425
Aquatic Capital Management
Illinois
$5.87M