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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
KBFS
726
Kohmann Bosshard Financial Services
Ohio
$504K
WSFS
727
Wilmington Savings Fund Society
Delaware
$503K -$228K -1,422 -30%
CFB
728
Cullen/Frost Bankers
Texas
$503K -$2.08K -13 -0.4%
PCS
729
Personal CFO Solutions
New Jersey
$503K -$1.92K -12 -0.4%
OCG
730
Opus Capital Group
Ohio
$503K
BFA
731
Bill Few Associates
Pennsylvania
$498K
MC
732
Moors & Cabot
Massachusetts
$498K +$22.8K +142 +5%
DSC
733
Duncker Streett & Co
Missouri
$497K
BONH
734
Bank of New Hampshire
New Hampshire
$495K -$8.01K -50 -2%
RW
735
REDW Wealth
New Mexico
$495K
SPWM
736
Spartan Planning & Wealth Management
North Carolina
$492K +$19.4K +121 +4%
LIM
737
Leavell Investment Management
Alabama
$489K
MA
738
Montag & Associates
Georgia
$487K
MFG
739
Merit Financial Group
Georgia
$487K +$503K +3,139 New
DWM
740
Defined Wealth Management
Oregon
$480K
WFPG
741
Waller Financial Planning Group
Ohio
$480K +$1.6K +10 +0.3%
EHWM
742
Eads & Heald Wealth Management
Georgia
$480K +$495K +3,090 New
SB
743
Strategic Blueprint
Georgia
$479K +$11.5K +72 +2%
AC
744
ASB Consultores
Florida
$478K -$158K -989 -24%
RBC
745
Roble Belko & Company
Pennsylvania
$478K +$318K +1,987 +182%
QCM
746
Quantinno Capital Management
New York
$475K +$255K +1,591 +108%
PA
747
Procyon Advisors
Connecticut
$471K +$60.6K +378 +14%
NSAM
748
North Star Asset Management
Wisconsin
$470K
BA
749
Bellwether Advisors
Nebraska
$469K -$22.1K -138 -4%
FBB
750
Fulton Breakefield Broenniman
Maryland
$466K -$13.9K -87 -3%