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
Capstone Investment Advisors
676
Capstone Investment Advisors
New York
$1.33M
NAMNJ
677
NorthStar Asset Management (New Jersey)
New Jersey
$1.32M
AWA
678
Arkadios Wealth Advisors
Georgia
$1.31M
ML
679
McAdam LLC
Pennsylvania
$1.3M
EFS
680
Essex Financial Services
Connecticut
$1.3M
QIM
681
Quantitative Investment Management
Virginia
$1.28M
WF
682
Welch & Forbes
Massachusetts
$1.27M
FAMI
683
Fideuram Asset Management (Ireland)
$1.26M
BWAM
684
Boyd Watterson Asset Management
Ohio
$1.26M
CCG
685
Chatham Capital Group
Georgia
$1.26M
UAML
686
US Asset Management LLC
Pennsylvania
$1.26M
WANY
687
Wealthspire Advisors (New York)
New York
$1.25M
WFA
688
WestHill Financial Advisors
California
$1.25M
RWP
689
RWA Wealth Partners
Massachusetts
$1.25M
RFP
690
RCS Financial Planning
Maryland
$1.24M
EI
691
EFG International
$1.24M
EWM
692
Empirical Wealth Management
Washington
$1.24M
UBG
693
United Bank (Georgia)
Georgia
$1.23M
AL
694
ARWA LLC
Texas
$1.23M
ST
695
Smithfield Trust
Pennsylvania
$1.23M
BHPW
696
Beverly Hills Private Wealth
California
$1.22M
DL
697
Dockside LLC
New York
$1.22M
SCP
698
Sivia Capital Partners
California
$1.22M
SFA
699
Souders Financial Advisors
Ohio
$1.22M
RZH
700
Relyea Zuckerberg Hanson
Connecticut
$1.21M