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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
KRSITF
426
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.66M +$360K +2,245 +15%
FBT
427
First Bankers Trust
Kentucky
$2.64M -$31.3K -195 -1%
LA
428
Lindenwold Advisors
Pennsylvania
$2.63M +$13.6K +85 +0.5%
NIC
429
Northwest Investment Counselors
Oregon
$2.58M -$19.1K -119 -0.7%
VAS
430
Vestmark Advisory Solutions
Massachusetts
$2.58M +$814K +5,077 +44%
SDIC
431
South Dakota Investment Council
South Dakota
$2.58M
BTI
432
Blue Trust Inc
Georgia
$2.53M +$2.38M +14,869 New
CSPIA
433
Cary Street Partners Investment Advisory
Virginia
$2.49M +$212K +1,321 +9%
OCM
434
Olstein Capital Management
New York
$2.48M -$801K -5,000 -24%
Bessemer Group
435
Bessemer Group
New Jersey
$2.42M +$333K +2,081 +15%
IC
436
IEQ Capital
California
$2.41M +$714K +4,455 +40%
Financial Engines Advisors
437
Financial Engines Advisors
California
$2.39M -$635K -3,963 -20%
LCM
438
Logan Capital Management
Pennsylvania
$2.35M +$39.7K +248 +2%
AC
439
Allstate Corporation
Illinois
$2.34M +$1.76K +11 +0.1%
NW
440
NewEdge Wealth
Pennsylvania
$2.33M +$1.35M +8,404 +127%
CC
441
Cipher Capital
New York
$2.33M +$2.4M +14,999 New
Carson Wealth (CWM LLC)
442
Carson Wealth (CWM LLC)
Nebraska
$2.32M +$616K +3,846 +35%
Vontobel Holding
443
Vontobel Holding
Switzerland
$2.31M +$220K +1,373 +10%
OQS
444
Occudo Quantitative Strategies
Florida
$2.29M +$2.37M +14,778 New
HSA
445
HBK Sorce Advisory
Pennsylvania
$2.23M -$199K -1,242 -8%
OAM
446
Occidental Asset Management
California
$2.19M +$36.4K +227 +2%
SFS
447
Sowell Financial Services
Arkansas
$2.19M +$2.26M +14,118 New
HAG
448
HighPoint Advisor Group
Illinois
$2.17M +$2.21M +13,786 New
P
449
Pitcairn
Pennsylvania
$2.16M -$17.5K -109 -0.8%
CI
450
CX Institutional
Indiana
$2.14M +$713K +4,449 +48%