MRSH

Marsh

1,573 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, 524 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: 1,5671,573 (+6)

7% less capital invested

Capital invested by funds: $86.9B → $80.7B (-$6.27B)

18% less repeat investments, than reductions

Existing positions increased: 524 | Existing positions reduced: 640

Holders
1,573
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
FDP
651
Financiere des Professionnels
Quebec, Canada
$1.56M
FCBT
652
First Citizens Bank & Trust
North Carolina
$1.55M
LNB
653
Ledyard National Bank
$1.55M
DWA
654
Delap Wealth Advisory
Oregon
$1.55M
PS
655
Pensionfund Sabic
Netherlands
$1.54M
OAM
656
Ostrum Asset Management
France
$1.54M
CC
657
Courier Capital
New York
$1.54M
SLI
658
Sumitomo Life Insurance
Japan
$1.52M
DBIA
659
Dumont & Blake Investment Advisors
New Jersey
$1.52M
FFA
660
Farther Finance Advisors
California
$1.51M
EWM
661
Evercore Wealth Management
New York
$1.49M
PA
662
PFG Advisors
Arizona
$1.48M
PWM
663
Perigon Wealth Management
California
$1.46M
LF
664
Lantz Financial
Illinois
$1.44M
AAS
665
Ameritas Advisory Services
Nebraska
$1.42M
SC
666
Stance Capital
Massachusetts
$1.41M
IWA
667
Icon Wealth Advisors
Texas
$1.41M
ET
668
Equitable Trust
Tennessee
$1.4M
BIG
669
Brooklyn Investment Group
New York
$1.39M
WC
670
Westerkirk Capital
$1.37M
DA
671
Dover Advisors
Virginia
$1.37M
LIA
672
LS Investment Advisors
Michigan
$1.36M
VF
673
Virtu Financial
New York
$1.36M
TH
674
TCTC Holdings
Texas
$1.34M
CSIC
675
Clifford Swan Investment Counsel
California
$1.34M