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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
NSB
626
Norway Savings Bank
Maine
$846K +$70.7K +441 +9%
PA
627
Profund Advisors
Maryland
$845K -$263K -1,641 -23%
KWM
628
Kingsview Wealth Management
Oregon
$827K -$293K -1,826 -26%
TAM
629
Trust Asset Management
Texas
$821K +$33.7K +210 +4%
MPAM
630
Murphy Pohlad Asset Management
Minnesota
$820K
PA
631
Parallel Advisors
California
$811K +$103K +645 +14%
ROTUOC
632
Regents of the University of California
California
$807K
MMHP
633
Murphy Middleton Hinkle & Parker
Georgia
$806K -$18.6K -116 -2%
MFGM
634
Marshall Financial Group (Maryland)
Maryland
$799K +$825K +5,149 New
SPIA
635
Steward Partners Investment Advisory
New York
$796K -$6.09K -38 -0.7%
CI
636
Conning Inc
Connecticut
$789K -$4.81K -30 -0.6%
QC
637
Quadrature Capital
United Kingdom
$788K +$813K +5,073 New
FMAEN1
638
Fund Management at Engine No 1
California
$787K +$127K +793 +19%
MSAM
639
Moloney Securities Asset Management
Missouri
$776K -$148K -926 -16%
JFL
640
Jarislowsky, Fraser Ltd
Quebec, Canada
$770K +$10.6K +66 +1%
CI Investments Inc
641
CI Investments Inc
Ontario, Canada
$762K -$313K -1,953 -28%
IIC
642
Ironwood Investment Counsel
Arizona
$762K +$18.1K +113 +2%
SWA
643
SFMG Wealth Advisors
Texas
$760K +$641 +4 +0.1%
JWM
644
JGP Wealth Management
Oregon
$755K -$8.81K -55 -1%
OC
645
Oppenheimer & Co
New York
$739K -$4.01K -25 -0.5%
PWPS
646
Pinnacle Wealth Planning Services
Ohio
$738K +$27.9K +174 +4%
GIA
647
Gateway Investment Advisers
Ohio
$737K +$38K +237 +5%
EP
648
Edgestream Partners
New Jersey
$736K -$500K -3,118 -40%
EP
649
Eudaimonia Partners
Tennessee
$731K +$16.5K +103 +2%
SP
650
Symmetry Partners
Connecticut
$725K -$317K -1,980 -30%