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
SCM
651
Shelton Capital Management
Colorado
$1.56M
FDP
652
Financiere des Professionnels
Quebec, Canada
$1.56M
FCBT
653
First Citizens Bank & Trust
North Carolina
$1.55M
LNB
654
Ledyard National Bank
$1.55M
DWA
655
Delap Wealth Advisory
Oregon
$1.55M
PS
656
Pensionfund Sabic
Netherlands
$1.54M
OAM
657
Ostrum Asset Management
France
$1.54M
CC
658
Courier Capital
New York
$1.54M
SLI
659
Sumitomo Life Insurance
Japan
$1.52M
DBIA
660
Dumont & Blake Investment Advisors
New Jersey
$1.52M
FFA
661
Farther Finance Advisors
California
$1.51M
EWM
662
Evercore Wealth Management
New York
$1.49M
PA
663
PFG Advisors
Arizona
$1.48M
PWM
664
Perigon Wealth Management
California
$1.46M
LF
665
Lantz Financial
Illinois
$1.44M
AAS
666
Ameritas Advisory Services
Nebraska
$1.42M
SC
667
Stance Capital
Massachusetts
$1.41M
IWA
668
Icon Wealth Advisors
Texas
$1.41M
ET
669
Equitable Trust
Tennessee
$1.4M
BIG
670
Brooklyn Investment Group
New York
$1.39M
WC
671
Westerkirk Capital
$1.37M
DA
672
Dover Advisors
Virginia
$1.37M
LIA
673
LS Investment Advisors
Michigan
$1.36M
VF
674
Virtu Financial
New York
$1.36M
TH
675
TCTC Holdings
Texas
$1.34M