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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
HH
676
Hilltop Holdings
Texas
$614K -$96.2K -600 -13%
DADC
677
D.A. Davidson & Co
Montana
$613K +$33.5K +209 +6%
SFS
678
Stiles Financial Services
Minnesota
$612K +$1.6K +10 +0.3%
WCA
679
Waypoint Capital Advisors
Minnesota
$608K -$160 -1 -0%
ML
680
McAdam LLC
Pennsylvania
$608K +$94.7K +591 +18%
MGIA
681
Matthew Goff Investment Advisor
Texas
$604K
WPC
682
Wedmont Private Capital
Pennsylvania
$602K +$59.8K +373 +11%
GRP
683
Global Retirement Partners
California
$601K +$7.85K +49 +1%
MC
684
Machina Capital
France
$591K +$55.8K +348 +10%
APA
685
American Portfolios Advisors
New York
$590K +$15.1K +94 +3%
HCM
686
Hutchinson Capital Management
California
$588K +$481 +3 +0.1%
AWE
687
Avidian Wealth Enterprises
Texas
$583K -$2.56K -16 -0.4%
BA
688
Bridgewater Advisors
New York
$580K -$29.2K -182 -5%
HWM
689
HB Wealth Management
Georgia
$575K -$109K -681 -16%
DWT
690
Dorsey & Whitney Trust
South Dakota
$574K +$29.2K +182 +5%
RWM
691
Ritholtz Wealth Management
New York
$574K +$230K +1,435 +63%
MOS
692
MGO One Seven
Ohio
$571K +$17.3K +108 +3%
BFM
693
Boston Financial Management
Massachusetts
$571K +$29.3K +183 +5%
AWA
694
Archvest Wealth Advisors
California
$568K -$6.73K -42 -1%
GG
695
Gofen & Glossberg
Illinois
$563K
CT
696
Caldwell Trust
Florida
$562K -$2.56K -16 -0.4%
PCA
697
Personal Capital Advisors
California
$562K +$8.97K +56 +2%
EI
698
Ellevest Inc
New York
$560K +$175K +1,091 +43%
PP
699
Prospector Partners
Connecticut
$559K
TCBWMS
700
Texas Capital Bank Wealth Management Services
Texas
$556K +$56.3K +351 +11%