MRSH

Marsh

1,597 hedge funds and large institutions have $96.9B invested in Marsh in 2025 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 615 increasing their positions, 589 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

1% less funds holding

Funds holding: 1,6111,597 (-14)

9% less capital invested

Capital invested by funds: $106B → $96.9B (-$9.56B)

47% less funds holding in top 10

Funds holding in top 10: 3619 (-17)

Holders
1,597
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$154M
Puts
$123M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
701
Freedom Investment Management
Connecticut
$1.36M
WA1
702
Wimmer Associates 1
California
$1.36M
EB
703
Exchange Bank
California
$1.35M
PA
704
Profund Advisors
Maryland
$1.34M
CTA
705
Chesley Taft & Associates
Illinois
$1.34M
LI
706
LMCG Investments
Massachusetts
$1.33M
GWM
707
Graybill Wealth Management
Illinois
$1.32M
TSW
708
Thompson Siegel & Walmsley
Virginia
$1.32M
FPAS
709
Focus Partners Advisor Solutions
Missouri
$1.32M
CWP
710
Concord Wealth Partners
Virginia
$1.32M
CAMV
711
Concord Asset Management (Virginia)
Virginia
$1.32M
SC
712
Stance Capital
Massachusetts
$1.31M
DAS
713
Diversify Advisory Services
Utah
$1.31M
OC
714
Oppenheimer & Co
New York
$1.3M
IIC
715
Ironwood Investment Counsel
Arizona
$1.29M
EWA
716
EverSource Wealth Advisors
Alabama
$1.29M
OBAM
717
ODDO BHF Asset Management
France
$1.29M
PFG
718
Prosperity Financial Group
California
$1.28M
S
719
SimplyRich
California
$1.28M
WFI
720
West Family Investments
California
$1.28M
SWP
721
Sagespring Wealth Partners
Tennessee
$1.27M
FCP
722
Fidelis Capital Partners
Florida
$1.27M
NP
723
NorthRock Partners
Minnesota
$1.26M
VFA
724
Valeo Financial Advisors
Indiana
$1.26M
DS
725
DRW Securities
Illinois
$1.26M