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
DAS
726
Diversify Advisory Services
Utah
$1.08M
HP
727
Havemeyer Place
Connecticut
$1.07M
NSB
728
Norway Savings Bank
Maine
$1.07M
SBFM
729
S-Bank Fund Management
Finland
$1.07M
S
730
SimplyRich
California
$1.06M
DDC
731
DF Dent & Co
Maryland
$1.06M
CWP
732
Concord Wealth Partners
Virginia
$1.05M
CAMV
733
Concord Asset Management (Virginia)
Virginia
$1.05M
LOWM
734
Laurel Oak Wealth Management
New Jersey
$1.05M
FTWA
735
Fifth Third Wealth Advisors
Ohio
$1.05M
NP
736
Nilsine Partners
Colorado
$1.03M
FCP
737
Fidelis Capital Partners
Florida
$1.03M
JWM
738
JGP Wealth Management
Oregon
$1.03M
CNBT
739
Canandaigua National Bank & Trust
New York
$1.03M
GI
740
GAMMA Investing
California
$1.03M
NRS
741
Neville Rodie & Shaw
New York
$1.03M
WPC
742
Wedmont Private Capital
Pennsylvania
$1.03M
IIC
743
Ironwood Investment Counsel
Arizona
$1.02M
SSWM
744
Smith Salley Wealth Management
North Carolina
$1.02M
NG
745
Novem Group
New York
$1.01M
GIA
746
Gateway Investment Advisers
Ohio
$1.01M
TAM
747
Trust Asset Management
Texas
$1.01M
DWT
748
Dorsey & Whitney Trust
South Dakota
$998K
VFA
749
Valeo Financial Advisors
Indiana
$994K
FCM
750
Fieldview Capital Management
Michigan
$987K