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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
DCM
651
Donaldson Capital Management
Indiana
$720K +$10.6K +66 +1%
WFI
652
West Family Investments
California
$698K -$54K -337 -7%
GCP
653
GSA Capital Partners
United Kingdom
$696K +$719K +4,485 New
QPWM
654
Quadrant Private Wealth Management
Pennsylvania
$695K -$5.61K -35 -0.8%
CFGS
655
Concourse Financial Group Securities
Alabama
$692K -$20.5K -128 -3%
BIP
656
Blueprint Investment Partners
North Carolina
$689K +$12.7K +79 +2%
CAG
657
Csenge Advisory Group
Florida
$689K +$18.8K +117 +3%
AWA
658
Amplius Wealth Advisors
Pennsylvania
$688K -$35.9K -224 -5%
KC
659
Kenfarb & Co
Kentucky
$688K
SIA
660
Schechter Investment Advisors
Michigan
$682K +$263K +1,642 +60%
SFO
661
Stokes Family Office
Louisiana
$670K +$65.2K +407 +10%
AP
662
Advisors Preferred
Maryland
$666K +$687K +4,288 New
Luther King Capital Management (LKCM)
663
Luther King Capital Management (LKCM)
Texas
$665K +$22.9K +143 +3%
WJWM
664
Williams Jones Wealth Management
New York
$664K -$86.1K -537 -11%
VEA
665
Virtus ETF Advisers
New York
$654K +$675K +4,213 New
DGAM
666
Desjardins Global Asset Management
Quebec, Canada
$651K -$233K -1,454 -26%
First Manhattan
667
First Manhattan
New York
$648K +$321 +2 +0%
AT
668
Arden Trust
Delaware
$645K -$15.1K -94 -2%
CCG
669
Chatham Capital Group
Georgia
$644K +$24K +150 +4%
HI
670
Horizon Investments
North Carolina
$637K -$1.16M -7,250 -64%
V
671
VeraBank
Texas
$637K -$160 -1 -0%
AUB
672
Atlantic Union Bankshares
Virginia
$633K
NB
673
Nicolet Bankshares
Wisconsin
$630K +$113K +703 +21%
FCI
674
Financial Counselors Inc
Kansas
$629K +$296K +1,847 +84%
VIA
675
Vident Investment Advisory
Georgia
$627K -$382K -2,386 -37%