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