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
GRP
601
Global Retirement Partners
California
$1.89M
KAS
602
Kestra Advisory Services
Texas
$1.89M
BCWM
603
Bartlett & Co Wealth Management
Ohio
$1.89M
KC
604
Kepler Cheuvreux
$1.87M
CTA
605
Chesley Taft & Associates
Illinois
$1.86M
MAS
606
Meeder Advisory Services
Ohio
$1.86M
WAP
607
Wealthcare Advisory Partners
Pennsylvania
$1.86M
CA
608
Clearstead Advisors
Ohio
$1.86M
WA
609
Wealth Alliance
New York
$1.86M
CK
610
Cohen Klingenstein
New York
$1.86M
SC
611
Shay Capital
New York
$1.86M
RWA
612
River Wealth Advisors
Pennsylvania
$1.85M
SC
613
Syon Capital
California
$1.85M
FT
614
Fiduciary Trust
Massachusetts
$1.84M
FPAS
615
Focus Partners Advisor Solutions
Missouri
$1.83M
RWM
616
Ritholtz Wealth Management
New York
$1.83M
VVP
617
Venture Visionary Partners
Ohio
$1.79M
BP
618
Ballentine Partners
Massachusetts
$1.79M
EH
619
Equitable Holdings
New York
$1.78M
PBT
620
Pictet Bank & Trust
Bahamas
$1.77M
LAM
621
LECAP Asset Management
United Kingdom
$1.77M
GT
622
Greenleaf Trust
Michigan
$1.75M
VSQM
623
V-Square Quantitative Management
Illinois
$1.74M
EWA
624
EP Wealth Advisors
California
$1.73M
VCM
625
Voleon Capital Management
California
$1.73M