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
CC
526
Centiva Capital
New York
$3.4M
AF
527
Alerus Financial
North Dakota
$3.4M
KA
528
Kintegral Advisory
New York
$3.37M
ETC
529
Exchange Traded Concepts
Oklahoma
$3.35M
PWM
530
Perigon Wealth Management
California
$3.35M
TMAM
531
Tokio Marine Asset Management
Japan
$3.31M
HT
532
Heritage Trust
Oklahoma
$3.29M
SIA
533
Strategic Investment Advisors
Michigan
$3.27M
LA
534
Lindenwold Advisors
Pennsylvania
$3.26M
KWM
535
Kingsview Wealth Management
Oregon
$3.26M
CL
536
Choreo LLC
Illinois
$3.22M
SDIC
537
South Dakota Investment Council
South Dakota
$3.2M
DWM
538
Dynasty Wealth Management
Florida
$3.14M
PA
539
PFG Advisors
Arizona
$3.14M
1832 Asset Management
540
1832 Asset Management
Ontario, Canada
$3.14M
AWM
541
Axxcess Wealth Management
California
$3.13M
OTL
542
Oak Thistle LLC
New York
$3.12M
HWM
543
HB Wealth Management
Georgia
$3.09M
NSEDCP
544
NJ State Employees Deferred Compensation Plan
New Jersey
$3.08M
UCFA
545
United Capital Financial Advisors
Texas
$3.08M
UHC
546
Union Heritage Capital
Michigan
$3.07M
BPA
547
Beacon Pointe Advisors
California
$3.06M
SG Americas Securities
548
SG Americas Securities
New York
$3.05M
IWA
549
Icon Wealth Advisors
Texas
$3.04M
HFS
550
Hantz Financial Services
Michigan
$3M