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
CSIC
676
Clifford Swan Investment Counsel
California
$1.34M
PS
677
Principal Securities
Iowa
$1.34M
GS
678
GTS Securities
New York
$1.34M
Capstone Investment Advisors
679
Capstone Investment Advisors
New York
$1.33M
NAMNJ
680
NorthStar Asset Management (New Jersey)
New Jersey
$1.32M
AWA
681
Arkadios Wealth Advisors
Georgia
$1.31M
ML
682
McAdam LLC
Pennsylvania
$1.3M
EFS
683
Essex Financial Services
Connecticut
$1.3M
QIM
684
Quantitative Investment Management
Virginia
$1.28M
WF
685
Welch & Forbes
Massachusetts
$1.27M
FAMI
686
Fideuram Asset Management (Ireland)
$1.26M
BWAM
687
Boyd Watterson Asset Management
Ohio
$1.26M
CCG
688
Chatham Capital Group
Georgia
$1.26M
UAML
689
US Asset Management LLC
Pennsylvania
$1.26M
WANY
690
Wealthspire Advisors (New York)
New York
$1.25M
WFA
691
WestHill Financial Advisors
California
$1.25M
RWP
692
RWA Wealth Partners
Massachusetts
$1.25M
RFP
693
RCS Financial Planning
Maryland
$1.24M
EI
694
EFG International
$1.24M
EWM
695
Empirical Wealth Management
Washington
$1.24M
UBG
696
United Bank (Georgia)
Georgia
$1.23M
AL
697
ARWA LLC
Texas
$1.23M
ST
698
Smithfield Trust
Pennsylvania
$1.23M
BHPW
699
Beverly Hills Private Wealth
California
$1.22M
DL
700
Dockside LLC
New York
$1.22M