MRSH

Marsh

1,573 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, 524 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: 1,5671,573 (+6)

7% less capital invested

Capital invested by funds: $86.9B → $80.7B (-$6.27B)

18% less repeat investments, than reductions

Existing positions increased: 524 | Existing positions reduced: 640

Holders
1,573
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
SFA
701
Souders Financial Advisors
Ohio
$1.22M
RZH
702
Relyea Zuckerberg Hanson
Connecticut
$1.21M
CNC
703
Citizens & Northern Corp
Pennsylvania
$1.21M
PA
704
Parallel Advisors
California
$1.2M
SCM
705
Stevens Capital Management
Pennsylvania
$1.19M
IA
706
Integrity Alliance
Iowa
$1.19M
SI
707
Stephens Inc
Arkansas
$1.18M
BAM
708
Belpointe Asset Management
Nevada
$1.16M
EWA
709
EverSource Wealth Advisors
Alabama
$1.16M
PCM
710
Polymer Capital Management
New York
$1.15M
SAM
711
Sompo Asset Management
Japan
$1.15M
DCM
712
Donaldson Capital Management
Indiana
$1.15M
EB
713
Exchange Bank
California
$1.14M
AFA
714
AA Financial Advisors
Ohio
$1.14M
EC
715
EntryPoint Capital
New York
$1.13M
WA1
716
Wimmer Associates 1
California
$1.12M
GWM
717
Graybill Wealth Management
Illinois
$1.12M
AF
718
Allworth Financial
California
$1.12M
TSW
719
Thompson Siegel & Walmsley
Virginia
$1.12M
HH
720
Hilltop Holdings
Texas
$1.12M
DADC
721
D.A. Davidson & Co
Montana
$1.12M
FRA
722
Frank Rimerman Advisors
California
$1.11M
LIM
723
Longfellow Investment Management
Massachusetts
$1.1M
SW
724
Simplicity Wealth
New Jersey
$1.1M
PWMAG
725
Pinnacle Wealth Management Advisory Group
New Jersey
$1.09M