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
AWM
551
Accurate Wealth Management
Florida
$2.99M
BIP
552
Bouvel Investment Partners
Pennsylvania
$2.98M
FCH
553
Freestone Capital Holdings
Washington
$2.98M
SW
554
Simplicity Wealth
New Jersey
$2.98M
CCM
555
Coldstream Capital Management
Washington
$2.97M
RCIM
556
Red Cedar Investment Management
Michigan
$2.97M
MWM
557
Moran Wealth Management
Florida
$2.97M
Federated Hermes
558
Federated Hermes
Pennsylvania
$2.96M
MMA
559
Miracle Mile Advisors
California
$2.93M
KRSITF
560
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.93M
Cambridge Investment Research Advisors
561
Cambridge Investment Research Advisors
Iowa
$2.91M
SLI
562
Sumitomo Life Insurance
Japan
$2.89M
EF
563
Empowered Funds
Pennsylvania
$2.87M
VRM
564
Vectors Research Management
New York
$2.87M
FT
565
Fiduciary Trust
Massachusetts
$2.83M
CWM
566
Congress Wealth Management
Massachusetts
$2.82M
KPWS
567
Kestra Private Wealth Services
Texas
$2.82M
KB
568
Kimelman & Baird
New York
$2.8M
CIA
569
Concurrent Investment Advisors
Florida
$2.8M
SF
570
Summit Financial
New Jersey
$2.76M
ECM
571
Everence Capital Management
Indiana
$2.76M
RWA
572
River Wealth Advisors
Pennsylvania
$2.75M
DA
573
Drake & Associates
Wisconsin
$2.71M
PAG
574
Private Advisor Group
New Jersey
$2.71M
MNBTD
575
Moody National Bank Trust Division
Texas
$2.65M