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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
HPC
551
HM Payson & Co
Maine
$1.17M -$962 -6 -0.1%
TH
552
TCTC Holdings
Texas
$1.16M
TCOT
553
Trust Company of Toledo
Ohio
$1.15M +$14.1K +88 +1%
TW
554
TrinityPoint Wealth
Connecticut
$1.15M -$16.8K -105 -1%
TC
555
Toews Corporation
New Jersey
$1.15M +$801K +5,000 +208%
WI
556
Wintrust Investments
Illinois
$1.14M -$3.21K -20 -0.3%
BBA
557
Baader Bank Aktiengesellschaft
Germany
$1.14M +$1.18M +7,344 New
S
558
SignatureFD
Georgia
$1.14M +$39.4K +246 +3%
BCWM
559
Bartlett & Co Wealth Management
Ohio
$1.13M +$5.29K +33 +0.5%
BC
560
Bartlett & Co
Ohio
$1.13M +$5.29K +33 +0.5%
KPWS
561
Kestra Private Wealth Services
Texas
$1.13M +$12.8K +80 +1%
TPCW
562
TD Private Client Wealth
New York
$1.12M +$67.1K +419 +6%
EWA
563
EverSource Wealth Advisors
Alabama
$1.11M +$221K +1,380 +24%
QCG
564
Quadrant Capital Group
Ohio
$1.11M +$77.4K +483 +7%
PAS
565
Park Avenue Securities
New York
$1.11M +$252K +1,574 +28%
TSW
566
Thompson Siegel & Walmsley
Virginia
$1.11M
OPS
567
Orion Portfolio Solutions
Nebraska
$1.1M +$256K +1,599 +29%
BHC
568
Bowen Hanes & Co
Florida
$1.09M +$42.5K +265 +4%
RJT
569
Raymond James Trust
Florida
$1.09M +$70.4K +439 +7%
S
570
Seeyond
France
$1.09M -$2.53M -15,778 -69%
PGFC
571
Peapack-Gladstone Financial Corp
New Jersey
$1.09M +$6.41K +40 +0.6%
Jane Street
572
Jane Street
New York
$1.07M -$10.2M -63,953 -90%
SF
573
Summit Financial
New Jersey
$1.06M -$8.81K -55 -0.8%
AG
574
AIA Group
Hong Kong
$1.05M +$568K +3,544 +109%
CNC
575
Canandaigua National Corp
New York
$1.05M -$71.5K -446 -6%