MRSH

Marsh

1,574 hedge funds and large institutions have $80.7B invested in Marsh in 2025 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 525 increasing their positions, 640 reducing their positions, and 169 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% more funds holding

Funds holding: 1,5681,574 (+6)

7% less capital invested

Capital invested by funds: $86.9B → $80.7B (-$6.27B)

18% less repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 640

Holders
1,574
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
NW
526
NewEdge Wealth
Pennsylvania
$2.95M
NMIMC
527
Northwestern Mutual Investment Management Company
Wisconsin
$2.9M
AT
528
American Trust
Kentucky
$2.9M
BBVA
529
Banco Bilbao Vizcaya Argentaria
Spain
$2.88M
OIA
530
OneDigital Investment Advisors
Kansas
$2.87M
LIP
531
Lighthouse Investment Partners
Florida
$2.87M
DS
532
DRW Securities
Illinois
$2.81M
DFCM
533
Dark Forest Capital Management
Puerto Rico
$2.8M
MBTD
534
Mechanics Bank - Trust Department
California
$2.79M
TCA
535
Transcend Capital Advisors
New Jersey
$2.78M
KA
536
Kintegral Advisory
New York
$2.77M
KPWS
537
Kestra Private Wealth Services
Texas
$2.73M
UF
538
Univest Financial
Pennsylvania
$2.72M
AG
539
Ascent Group
Virginia
$2.72M
HWM
540
HB Wealth Management
Georgia
$2.69M
KWM
541
Kingsview Wealth Management
Oregon
$2.68M
MJRIC
542
Mogy Joel R Investment Counsel
California
$2.67M
Connor, Clark & Lunn Investment Management (CC&L)
543
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.65M
UCFA
544
United Capital Financial Advisors
Texas
$2.64M
ECM
545
Everence Capital Management
Indiana
$2.64M
ZIG
546
Zurich Insurance Group
Switzerland
$2.63M
FCH
547
Freestone Capital Holdings
Washington
$2.61M
UHC
548
Union Heritage Capital
Michigan
$2.61M
MMA
549
Miracle Mile Advisors
California
$2.58M
TVPW
550
Third View Private Wealth
Connecticut
$2.56M