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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
LNWWM
526
Laird Norton Wetherby Wealth Management
California
$1.33M -$962 -6 -0.1%
WAP
527
Wealthcare Advisory Partners
Pennsylvania
$1.33M +$133K +827 +11%
LIA
528
LS Investment Advisors
Michigan
$1.33M
NRS
529
Neville Rodie & Shaw
New York
$1.32M
ACM
530
AlphaCrest Capital Management
New York
$1.31M +$490K +3,059 +57%
M
531
Mirova
France
$1.31M +$664K +4,142 +97%
GT
532
Greenleaf Trust
Michigan
$1.3M +$65.9K +411 +5%
LWCFA
533
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.29M +$97.3K +607 +8%
WWM
534
Western Wealth Management
Colorado
$1.28M +$25.6K +160 +2%
WIC
535
Wilkins Investment Counsel
Massachusetts
$1.28M
WA1
536
Wimmer Associates 1
California
$1.27M -$73.7K -460 -5%
RZH
537
Relyea Zuckerberg Hanson
Connecticut
$1.27M -$36.1K -225 -3%
EBT
538
Enterprise Bank & Trust
Massachusetts
$1.26M -$101K -628 -7%
Cambridge Investment Research Advisors
539
Cambridge Investment Research Advisors
Iowa
$1.26M +$5.29K +33 +0.4%
JHP
540
James Hambro & Partners
United Kingdom
$1.24M -$264K -1,645 -17%
EWM
541
Evercore Wealth Management
New York
$1.23M
BS
542
Banco Santander
Spain
$1.23M -$883K -5,508 -41%
CAAS
543
Capital Asset Advisory Services
Michigan
$1.23M -$97.8K -610 -7%
RCIM
544
Red Cedar Investment Management
Michigan
$1.23M +$479K +2,989 +61%
CCA
545
Checchi Capital Advisers
California
$1.21M +$320K +1,996 +37%
BAM
546
Blueshift Asset Management
New Jersey
$1.2M +$1.24M +7,707 New
UBG
547
United Bank (Georgia)
Georgia
$1.19M +$17.5K +109 +1%
PA
548
PFG Advisors
Arizona
$1.18M +$18.4K +115 +2%
QI
549
Qtron Investments
Massachusetts
$1.18M +$849K +5,295 +233%
DA
550
Duality Advisers
Florida
$1.17M +$1.2M +7,517 New