MRSH

Marsh

1,562 hedge funds and large institutions have $80.4B invested in Marsh in 2025 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 520 increasing their positions, 642 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

0% less funds holding

Funds holding: 1,5661,562 (-4)

8% less capital invested

Capital invested by funds: $86.9B → $80.4B (-$6.53B)

19% less repeat investments, than reductions

Existing positions increased: 520 | Existing positions reduced: 642

Holders
1,562
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$131M
Puts
$78.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EPIM
501
Evelyn Partners Investment Management
$3.25M
AIM
502
Aigen Investment Management
New York
$3.23M
DWM
503
Dakota Wealth Management
Florida
$3.22M
XT
504
XTX Topco
Cayman Islands
$3.21M
BCM
505
Becker Capital Management
Oregon
$3.17M
SFA
506
Sequoia Financial Advisors
Ohio
$3.17M
EOJOAM
507
E. Ohman J:or Asset Management
Sweden
$3.16M
VFM
508
Viking Fund Management
North Dakota
$3.15M
NDSIB
509
North Dakota State Investment Board
North Dakota
$3.14M
HW
510
Hancock Whitney
Mississippi
$3.13M
PIM
511
Plato Investment Management
Australia
$3.13M
LOAMS
512
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.12M
EF
513
Empirical Finance
Pennsylvania
$3.09M
PF
514
Phoenix Financial
Israel
$3.05M
HT
515
Heritage Trust
Oklahoma
$3.03M
TMAM
516
Tokio Marine Asset Management
Japan
$3.02M
ETC
517
Exchange Traded Concepts
Oklahoma
$3.01M
BTI
518
Blue Trust Inc
Georgia
$3.01M
PAS
519
Park Avenue Securities
New York
$3.01M
CCIA
520
Campbell & Co Investment Adviser
Maryland
$3.01M
TIAA Trust, National Association
521
TIAA Trust, National Association
North Carolina
$3M
OTL
522
Oak Thistle LLC
New York
$2.99M
BC
523
Bridgefront Capital
Texas
$2.98M
NW
524
NewEdge Wealth
Pennsylvania
$2.95M
WIA
525
World Investment Advisors
California
$2.92M