MRSH

Marsh

1,597 hedge funds and large institutions have $96.9B invested in Marsh in 2025 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 615 increasing their positions, 589 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

1% less funds holding

Funds holding: 1,6111,597 (-14)

9% less capital invested

Capital invested by funds: $106B → $96.9B (-$9.56B)

47% less funds holding in top 10

Funds holding in top 10: 3619 (-17)

Holders
1,597
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$154M
Puts
$123M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LF
651
Lantz Financial
Illinois
$1.7M
PS
652
Principal Securities
Iowa
$1.69M
LIA
653
LS Investment Advisors
Michigan
$1.69M
BS
654
Banco Santander
Spain
$1.68M
MTC
655
Matrix Trust Company
Colorado
$1.67M
IA
656
IFP Advisors
Florida
$1.67M
HIC
657
Hartline Investment Corp
Illinois
$1.66M
WPC
658
Wedmont Private Capital
Pennsylvania
$1.66M
UF
659
Univest Financial
Pennsylvania
$1.66M
SFA
660
Souders Financial Advisors
Ohio
$1.64M
CSIC
661
Clifford Swan Investment Counsel
California
$1.64M
WF
662
Welch & Forbes
Massachusetts
$1.62M
RZH
663
Relyea Zuckerberg Hanson
Connecticut
$1.62M
VCM
664
Voleon Capital Management
California
$1.61M
CIBC World Market
665
CIBC World Market
Ontario, Canada
$1.6M
SBFM
666
S-Bank Fund Management
Finland
$1.6M
TH
667
TCTC Holdings
Texas
$1.58M
VWM
668
Venturi Wealth Management
Texas
$1.58M
FNT
669
First National Trust
Pennsylvania
$1.58M
NAMNJ
670
NorthStar Asset Management (New Jersey)
New Jersey
$1.55M
AFS
671
Access Financial Services
Minnesota
$1.54M
JSW
672
Journey Strategic Wealth
New Jersey
$1.54M
BHPW
673
Beverly Hills Private Wealth
California
$1.52M
RFP
674
RCS Financial Planning
Maryland
$1.51M
NSB
675
Norway Savings Bank
Maine
$1.51M