MRSH

Marsh

1,562 hedge funds and large institutions have $80.4B invested in Marsh in 2025 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 520 increasing their positions, 641 reducing their positions, and 167 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% less funds holding

Funds holding: 1,5661,562 (-4)

8% less capital invested

Capital invested by funds: $86.9B → $80.4B (-$6.52B)

19% less repeat investments, than reductions

Existing positions increased: 520 | Existing positions reduced: 641

Holders
1,562
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
TE
626
Tema ETFs
New York
$1.69M
RWB
627
RMR Wealth Builders
New Jersey
$1.69M
TAP
628
Tounjian Advisory Partners
Florida
$1.68M
FRA
629
Front Row Advisors
California
$1.68M
IA
630
IFP Advisors
Florida
$1.68M
I
631
InceptionR
California
$1.67M
BHC
632
Bowen Hanes & Co
Florida
$1.65M
ICP
633
Impact Capital Partners
Colorado
$1.65M
GC
634
Grimes & Company
Massachusetts
$1.65M
MOS
635
MGO One Seven
Ohio
$1.65M
CAAS
636
Capital Asset Advisory Services
Michigan
$1.65M
TAM
637
Tealwood Asset Management
Minnesota
$1.64M
HBT
638
Hills Bank & Trust
Iowa
$1.64M
BMCM
639
Bryn Mawr Capital Management
Pennsylvania
$1.64M
RFC
640
Regions Financial Corp
Alabama
$1.64M
PI
641
PineBridge Investments
New York
$1.62M
SAM
642
Smartleaf Asset Management
Massachusetts
$1.61M
SC
643
Savant Capital
Illinois
$1.6M
Daiwa Securities Group
644
Daiwa Securities Group
Japan
$1.6M
BF
645
BOK Financial
Oklahoma
$1.6M
MNBTD
646
Moody National Bank Trust Division
Texas
$1.59M
MK
647
MASTERINVEST Kapitalanlage
$1.58M
MWM
648
Mission Wealth Management
California
$1.57M
SCM
649
Shelton Capital Management
Colorado
$1.56M
FDP
650
Financiere des Professionnels
Quebec, Canada
$1.56M