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
BPA
551
Beacon Pointe Advisors
California
$2.56M
AC
552
AXQ Capital
New Jersey
$2.55M
AWM
553
Accurate Wealth Management
Florida
$2.55M
BIP
554
Bouvel Investment Partners
Pennsylvania
$2.53M
FFS
555
Founders Financial Securities
Maryland
$2.48M
SAM
556
Securian Asset Management
Minnesota
$2.47M
MSA
557
MUFG Securities Americas
New York
$2.45M
AA
558
ABC Arbitrage
France
$2.44M
QCG
559
Quadrant Capital Group
Ohio
$2.44M
Walleye Capital
560
Walleye Capital
New York
$2.44M
SAM
561
Sunstone Asset Management
New York
$2.44M
CAM
562
Cresset Asset Management
Illinois
$2.43M
Financial Engines Advisors
563
Financial Engines Advisors
California
$2.42M
KRSITF
564
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.41M
CSUI
565
Cincinnati Specialty Underwriters Insurance
Ohio
$2.41M
CG
566
Caprock Group
Idaho
$2.4M
PCM
567
Palouse Capital Management
Washington
$2.39M
PCG
568
Prosperity Consulting Group
Maryland
$2.36M
SIA
569
Strategic Investment Advisors
Michigan
$2.34M
KB
570
Kimelman & Baird
New York
$2.34M
ATS
571
Ashton Thomas Securities
New York
$2.33M
CCM
572
Coldstream Capital Management
Washington
$2.33M
CL
573
Choreo LLC
Illinois
$2.32M
HWM
574
Hohimer Wealth Management
Washington
$2.31M
WA
575
Waverly Advisors
Alabama
$2.3M