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
CFG
626
Citizens Financial Group
Rhode Island
$1.7M
TE
627
Tema ETFs
New York
$1.69M
RWB
628
RMR Wealth Builders
New Jersey
$1.69M
TAP
629
Tounjian Advisory Partners
Florida
$1.68M
FRA
630
Front Row Advisors
California
$1.68M
IA
631
IFP Advisors
Florida
$1.68M
I
632
InceptionR
California
$1.67M
BHC
633
Bowen Hanes & Co
Florida
$1.65M
ICP
634
Impact Capital Partners
Colorado
$1.65M
GC
635
Grimes & Company
Massachusetts
$1.65M
MOS
636
MGO One Seven
Ohio
$1.65M
CAAS
637
Capital Asset Advisory Services
Michigan
$1.65M
TAM
638
Tealwood Asset Management
Minnesota
$1.64M
HBT
639
Hills Bank & Trust
Iowa
$1.64M
BMCM
640
Bryn Mawr Capital Management
Pennsylvania
$1.64M
RFC
641
Regions Financial Corp
Alabama
$1.64M
PI
642
PineBridge Investments
New York
$1.62M
SAM
643
Smartleaf Asset Management
Massachusetts
$1.61M
SC
644
Savant Capital
Illinois
$1.6M
Daiwa Securities Group
645
Daiwa Securities Group
Japan
$1.6M
BF
646
BOK Financial
Oklahoma
$1.6M
MNBTD
647
Moody National Bank Trust Division
Texas
$1.59M
MK
648
MASTERINVEST Kapitalanlage
$1.58M
SLP
649
Storen Legacy Partners
Indiana
$1.58M
MWM
650
Mission Wealth Management
California
$1.57M