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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
IA
451
Icon Advisers
Colorado
$2.11M +$1.01M +6,300 +86%
PF
452
Phoenix Financial
Israel
$2.11M +$349K +2,176 +19%
ATC
453
Argent Trust Co
Tennessee
$2.1M +$34.5K +215 +2%
UCFA
454
United Capital Financial Advisors
Texas
$2.07M +$680K +4,246 +47%
MMA
455
Miracle Mile Advisors
California
$2.07M -$51.4K -321 -2%
RFC
456
Regions Financial Corp
Alabama
$2.06M -$399K -2,488 -16%
SCA
457
Snowden Capital Advisors
New York
$2.05M +$4.33K +27 +0.2%
BPA
458
Beacon Pointe Advisors
California
$2.05M -$2.12M -13,223 -50%
TCA
459
Transcend Capital Advisors
New Jersey
$2.03M -$93.3K -582 -4%
KWA
460
KCS Wealth Advisory
California
$2.02M -$340K -2,119 -14%
BFEC
461
Benjamin F. Edwards & Company
Missouri
$2.02M +$16.7K +104 +0.8%
HWA
462
Heritage Wealth Advisors
Virginia
$2M
PFO
463
Pathstone Family Office
New Jersey
$1.99M +$207K +1,294 +11%
PS
464
Pensionfund Sabic
Netherlands
$1.97M -$240K -1,500 -11%
NA
465
NewEdge Advisors
Louisiana
$1.96M +$279K +1,742 +16%
RIM
466
Redpoint Investment Management
Australia
$1.94M
BL
467
Balentine LLC
Georgia
$1.92M +$1.04M +6,487 +110%
CAM
468
Cresset Asset Management
Illinois
$1.92M -$319K -1,992 -14%
FNT
469
First National Trust
Pennsylvania
$1.89M +$154K +962 +9%
Federated Hermes
470
Federated Hermes
Pennsylvania
$1.88M +$116K +721 +6%
PTC
471
Private Trust Company
Ohio
$1.88M -$25.3K -158 -1%
VVP
472
Venture Visionary Partners
Ohio
$1.87M -$20K -125 -1%
SGI
473
Summit Global Investments
Utah
$1.87M -$5.45K -34 -0.3%
UHC
474
Union Heritage Capital
Michigan
$1.86M
FRA
475
Front Row Advisors
California
$1.86M -$481 -3 -0%