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
PGCM
576
Prescott Group Capital Management
Oklahoma
$2.6M
KAS
577
Kestra Advisory Services
Texas
$2.6M
VPI
578
Value Partners Investments
Manitoba, Canada
$2.6M
HF
579
HRT Financial
New York
$2.58M
HCM
580
Howland Capital Management
Massachusetts
$2.55M
SC
581
Soundwatch Capital
Connecticut
$2.54M
TG
582
TCW Group
California
$2.53M
GSC
583
G&S Capital
Colorado
$2.5M
Financial Engines Advisors
584
Financial Engines Advisors
California
$2.47M
HSA
585
HBK Sorce Advisory
Pennsylvania
$2.42M
PFA
586
Peak Financial Advisors
Colorado
$2.39M
FCBT
587
First Citizens Bank & Trust
North Carolina
$2.39M
BF
588
BOK Financial
Oklahoma
$2.39M
MSA
589
MUFG Securities Americas
New York
$2.39M
VF
590
Virtu Financial
New York
$2.34M
TA
591
TKG Advisors
Indiana
$2.34M
HBT
592
Hills Bank & Trust
Iowa
$2.33M
RWM
593
Ritholtz Wealth Management
New York
$2.33M
STA
594
Summit Trail Advisors
New York
$2.29M
BCWM
595
Bartlett & Co Wealth Management
Ohio
$2.27M
P
596
Pitcairn
Pennsylvania
$2.24M
WSFS
597
Wilmington Savings Fund Society
Delaware
$2.23M
EBT
598
Enterprise Bank & Trust
Massachusetts
$2.23M
BJL
599
Brighton Jones LLC
Washington
$2.23M
LNWWM
600
Laird Norton Wetherby Wealth Management
California
$2.22M