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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
CK
501
Cohen Klingenstein
New York
$1.55M
SC
502
SRB Corp
Massachusetts
$1.54M +$267K +1,669 +20%
Wolverine Trading
503
Wolverine Trading
Illinois
$1.54M +$676K +4,221 +74%
MGIA
504
Moneta Group Investment Advisors
Missouri
$1.52M +$218K +1,358 +16%
AWM
505
Altium Wealth Management
New York
$1.52M -$1.6K -10 -0.1%
CSIC
506
Clifford Swan Investment Counsel
California
$1.52M +$2.08K +13 +0.1%
ACM
507
Ativo Capital Management
Illinois
$1.52M
ZB
508
Zions Bancorporation
Utah
$1.51M -$4.01K -25 -0.3%
HBT
509
Hills Bank & Trust
Iowa
$1.5M +$33K +206 +2%
FC
510
FORA Capital
Florida
$1.49M +$1.54M +9,626 New
HIC
511
Hartline Investment Corp
Illinois
$1.48M +$428K +2,671 +27%
GC
512
Grimes & Company
Massachusetts
$1.48M +$481 +3 +0%
EGM
513
Engineers Gate Manager
New York
$1.46M +$1.5M +9,387 New
CTA
514
Chesley Taft & Associates
Illinois
$1.45M -$64.1K -400 -4%
HCM
515
Howland Capital Management
Massachusetts
$1.45M +$128K +800 +9%
RIG
516
Roosevelt Investment Group
New York
$1.44M -$141K -879 -9%
CAN
517
Cetera Advisor Networks
California
$1.43M +$78.2K +488 +6%
ASN
518
Advisory Services Network
Georgia
$1.43M +$403K +2,515 +38%
MWM
519
Mission Wealth Management
California
$1.4M +$150K +935 +12%
Assenagon Asset Management
520
Assenagon Asset Management
Luxembourg
$1.38M +$88.8K +554 +7%
RWB
521
RMR Wealth Builders
New Jersey
$1.37M -$69.2K -432 -5%
PP
522
Pegasus Partners
Wisconsin
$1.37M +$450K +2,805 +47%
BAM
523
Belpointe Asset Management
Nevada
$1.34M -$26.8K -167 -2%
MGP
524
Metis Global Partners
California
$1.34M +$105K +658 +8%
FTDI
525
First Trust Direct Indexing
Massachusetts
$1.34M +$95.5K +596 +7%