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
CNC
701
Citizens & Northern Corp
Pennsylvania
$1.21M
PA
702
Parallel Advisors
California
$1.2M
SCM
703
Stevens Capital Management
Pennsylvania
$1.19M
IA
704
Integrity Alliance
Iowa
$1.19M
SI
705
Stephens Inc
Arkansas
$1.18M
BAM
706
Belpointe Asset Management
Nevada
$1.16M
EWA
707
EverSource Wealth Advisors
Alabama
$1.16M
PCM
708
Polymer Capital Management
New York
$1.15M
SAM
709
Sompo Asset Management
Japan
$1.15M
DCM
710
Donaldson Capital Management
Indiana
$1.15M
EB
711
Exchange Bank
California
$1.14M
AFA
712
AA Financial Advisors
Ohio
$1.14M
EC
713
EntryPoint Capital
New York
$1.13M
WA1
714
Wimmer Associates 1
California
$1.12M
GWM
715
Graybill Wealth Management
Illinois
$1.12M
AF
716
Allworth Financial
California
$1.12M
TSW
717
Thompson Siegel & Walmsley
Virginia
$1.12M
HH
718
Hilltop Holdings
Texas
$1.12M
DADC
719
D.A. Davidson & Co
Montana
$1.12M
FRA
720
Frank Rimerman Advisors
California
$1.11M
LIM
721
Longfellow Investment Management
Massachusetts
$1.1M
SW
722
Simplicity Wealth
New Jersey
$1.1M
PWMAG
723
Pinnacle Wealth Management Advisory Group
New Jersey
$1.09M
EWM
724
Elmwood Wealth Management
California
$1.09M
LCWP
725
Legacy Capital Wealth Partners
Arkansas
$1.08M