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
MWM
451
MinichMacGregor Wealth Management
New York
$5.1M
EWA
452
Exencial Wealth Advisors
Oklahoma
$5.04M
NMERB
453
New Mexico Educational Retirement Board
New Mexico
$5.02M
IMCOOI
454
Investment Management Corp of Ontario (IMCO)
Canada
$4.97M
Carson Wealth (CWM LLC)
455
Carson Wealth (CWM LLC)
Nebraska
$4.96M
IC
456
IEQ Capital
California
$4.95M
AG
457
AIA Group
Hong Kong
$4.92M
KeyBank National Association
458
KeyBank National Association
Ohio
$4.9M
BWM
459
BNC Wealth Management
Oregon
$4.9M
MJRIC
460
Mogy Joel R Investment Counsel
California
$4.82M
BWP
461
Burling Wealth Partners
Illinois
$4.76M
Envestnet Portfolio Solutions
462
Envestnet Portfolio Solutions
Illinois
$4.75M
BBVA
463
Banco Bilbao Vizcaya Argentaria
Spain
$4.74M
AAF
464
Andra AP-fonden
Sweden
$4.72M
MGIA
465
Moneta Group Investment Advisors
Missouri
$4.72M
VAS
466
Vestmark Advisory Solutions
Massachusetts
$4.66M
MFG
467
Merit Financial Group
Georgia
$4.62M
EOJOAM
468
E. Ohman J:or Asset Management
Sweden
$4.56M
OAM
469
Occidental Asset Management
California
$4.54M
VA
470
Vident Advisory
Georgia
$4.48M
FDP
471
Financiere des Professionnels
Quebec, Canada
$4.44M
AG
472
Ascent Group
Virginia
$4.41M
ATC
473
Argent Trust Co
Tennessee
$4.4M
SEM
474
Suncoast Equity Management
Florida
$4.39M
RC
475
RBF Capital
California
$4.37M