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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
FWCM
601
Ferguson Wellman Capital Management
Oregon
$946K +$28.8K +180 +3%
Cetera Investment Advisers
602
Cetera Investment Advisers
Illinois
$944K +$303K +1,893 +45%
UAML
603
US Asset Management LLC
Pennsylvania
$942K -$89.1K -556 -8%
HFS
604
Hantz Financial Services
Michigan
$938K +$40.7K +254 +4%
IAN
605
Integrated Advisors Network
Texas
$937K +$195K +1,218 +25%
CG
606
Caprock Group
Idaho
$934K +$238K +1,487 +33%
IC
607
Inverness Counsel
New York
$922K -$2.08K -13 -0.2%
SCM
608
Shelton Capital Management
Colorado
$918K
AWM
609
Aries Wealth Management
Maine
$918K +$947K +5,911 New
CGL
610
Clarius Group LLC
Washington
$910K +$79.8K +498 +9%
ECM
611
Element Capital Management
New York
$907K +$312K +1,947 +50%
VWM
612
Venturi Wealth Management
Texas
$904K -$17.6K -110 -2%
BCM
613
Boltwood Capital Management
California
$897K -$24K -150 -3%
WA
614
Wealth Alliance
New York
$891K -$12.8K -80 -1%
PA
615
Pinnacle Associates
New York
$889K +$55.9K +349 +6%
VF
616
Virtu Financial
New York
$889K +$917K +5,725 New
S
617
SimplyRich
California
$888K -$8.49K -53 -0.9%
CIA
618
Capital Investment Advisors
Georgia
$887K -$124K -771 -12%
ACM
619
Allred Capital Management
Texas
$878K -$67.1K -419 -7%
HBT
620
Heartland Bank & Trust
Illinois
$874K +$22.9K +143 +3%
ACP
621
Ashfield Capital Partners
California
$873K
GIA
622
Gladstone Institutional Advisory
Florida
$848K +$192K +1,201 +28%
MYLI
623
Meiji Yasuda Life Insurance
Japan
$848K +$403K +2,516 +85%
MME
624
Meag Munich Ergo
Germany
$848K +$466K +2,905 +114%
DY
625
Dowling & Yahnke
California
$847K +$135K +845 +18%