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
EWM
726
Elmwood Wealth Management
California
$1.25M
CFB
727
Cullen/Frost Bankers
Texas
$1.25M
OAM
728
Ostrum Asset Management
France
$1.25M
KCM
729
Kathmere Capital Management
Pennsylvania
$1.24M
MMHP
730
Murphy Middleton Hinkle & Parker
Georgia
$1.24M
PGFC
731
Peapack-Gladstone Financial Corp
New Jersey
$1.24M
FWCM
732
Ferguson Wellman Capital Management
Oregon
$1.24M
TAM
733
Trust Asset Management
Texas
$1.24M
RDWM
734
Red Door Wealth Management
Tennessee
$1.24M
RS
735
R Squared
Hong Kong
$1.23M
SWIG
736
Strategic Wealth Investment Group
Kentucky
$1.23M
BIG
737
Brooklyn Investment Group
New York
$1.23M
NRS
738
Neville Rodie & Shaw
New York
$1.21M
LCM
739
Landscape Capital Management
New Jersey
$1.19M
WPA
740
West Paces Advisors
Georgia
$1.19M
AFA
741
AA Financial Advisors
Ohio
$1.19M
IAN
742
Integrated Advisors Network
Texas
$1.19M
IA
743
Integrity Alliance
Iowa
$1.19M
DWT
744
Dorsey & Whitney Trust
South Dakota
$1.18M
CAAS
745
Capital Asset Advisory Services
Michigan
$1.16M
LWAM
746
Legacy Wealth Asset Management
Minnesota
$1.16M
CFAM
747
Center For Asset Management
Florida
$1.16M
BWS
748
Broadway Wealth Solutions
Texas
$1.12M
AWA
749
Arkadios Wealth Advisors
Georgia
$1.12M
AC
750
AlphaCore Capital
California
$1.12M