MRSH

Marsh

1,574 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, 525 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: 1,5681,574 (+6)

7% less capital invested

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

18% less repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 640

Holders
1,574
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
PWMAG
726
Pinnacle Wealth Management Advisory Group
New Jersey
$1.09M
EWM
727
Elmwood Wealth Management
California
$1.09M
LCWP
728
Legacy Capital Wealth Partners
Arkansas
$1.08M
DAS
729
Diversify Advisory Services
Utah
$1.08M
HP
730
Havemeyer Place
Connecticut
$1.07M
NSB
731
Norway Savings Bank
Maine
$1.07M
SBFM
732
S-Bank Fund Management
Finland
$1.07M
S
733
SimplyRich
California
$1.06M
DDC
734
DF Dent & Co
Maryland
$1.06M
CWP
735
Concord Wealth Partners
Virginia
$1.05M
CAMV
736
Concord Asset Management (Virginia)
Virginia
$1.05M
LOWM
737
Laurel Oak Wealth Management
New Jersey
$1.05M
FTWA
738
Fifth Third Wealth Advisors
Ohio
$1.05M
NP
739
Nilsine Partners
Colorado
$1.03M
FCP
740
Fidelis Capital Partners
Florida
$1.03M
JWM
741
JGP Wealth Management
Oregon
$1.03M
CNBT
742
Canandaigua National Bank & Trust
New York
$1.03M
GI
743
GAMMA Investing
California
$1.03M
NRS
744
Neville Rodie & Shaw
New York
$1.03M
WPC
745
Wedmont Private Capital
Pennsylvania
$1.03M
IIC
746
Ironwood Investment Counsel
Arizona
$1.02M
SSWM
747
Smith Salley Wealth Management
North Carolina
$1.02M
NG
748
Novem Group
New York
$1.01M
GIA
749
Gateway Investment Advisers
Ohio
$1.01M
TAM
750
Trust Asset Management
Texas
$1.01M