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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
AFP
701
Ausdal Financial Partners
Iowa
$553K
DWM
702
Dakota Wealth Management
Florida
$550K +$12.8K +80 +2%
GCMG
703
Gyroscope Capital Management Group
Florida
$544K +$13.5K +84 +2%
BSW
704
Buckingham Strategic Wealth
Missouri
$544K +$24.2K +151 +5%
BWM
705
Buckley Wealth Management
Nevada
$543K -$9.46K -59 -2%
NCM
706
Noesis Capital Mangement
Florida
$543K
T
707
TrueFG
Texas
$543K
HC
708
Henshaw Capital
Massachusetts
$538K
MCM
709
MAI Capital Management
Ohio
$534K -$4.65K -29 -0.8%
PWMAG
710
Pinnacle Wealth Management Advisory Group
New Jersey
$532K +$55.9K +349 +11%
SC
711
Savant Capital
Illinois
$531K +$28.5K +178 +5%
DDC
712
DF Dent & Co
Maryland
$531K +$113K +703 +26%
LS
713
Livforsakringsbolaget Skandia
Sweden
$530K -$288K -1,800 -35%
GAM
714
Gotham Asset Management
New York
$528K -$5.31M -33,114 -91%
CIM
715
Contravisory Investment Management
Massachusetts
$527K +$4.65K +29 +0.9%
SIM
716
Sentry Investment Management
Wisconsin
$524K -$105K -658 -16%
4WM
717
44 Wealth Management
Oregon
$521K +$2.88K +18 +0.5%
DW
718
Domani Wealth
Pennsylvania
$519K
TWM
719
Thrive Wealth Management
Pennsylvania
$518K -$17.5K -109 -3%
FMLI
720
Fukoku Mutual Life Insurance
Japan
$515K -$114K -711 -18%
KFP
721
KB Financial Partners
New Jersey
$513K -$13.1K -82 -2%
DCP
722
DSM Capital Partners
Florida
$509K
AC
723
Abbrea Capital
California
$506K
RB
724
Rodgers Brothers
Pennsylvania
$505K
KCM
725
Kathmere Capital Management
Pennsylvania
$504K -$16.8K -105 -3%