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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
BWP
751
BSW Wealth Partners
Colorado
$462K +$61.1K +381 +15%
DS
752
DRW Securities
Illinois
$459K +$474K +2,956 New
NB
753
NBT Bank
New York
$456K +$182K +1,136 +63%
AAS
754
Avantax Advisory Services
Texas
$456K +$471K +2,939 New
XSC
755
X-Square Capital
Puerto Rico
$451K +$26.6K +166 +6%
FFM
756
Forum Financial Management
Illinois
$450K -$24.4K -152 -5%
RL
757
Ruffer LLP
United Kingdom
$450K
SWA
758
Stratos Wealth Advisors
Ohio
$447K +$28.5K +178 +7%
SG
759
Strid Group
Pennsylvania
$445K
Dodge & Cox
760
Dodge & Cox
California
$444K
TFCP
761
Twin Focus Capital Partners
Massachusetts
$444K
IDBONY
762
Israel Discount Bank of New York
New York
$440K -$4.49K -28 -1%
OPPTF
763
OPSEU Pension Plan Trust Fund
Ontario, Canada
$440K +$458K +2,861 New
RMCM
764
Reynders McVeigh Capital Management
Massachusetts
$439K +$321 +2 +0.1%
ECM
765
EagleClaw Capital Management
Massachusetts
$437K +$33K +206 +8%
BP
766
Ballentine Partners
Massachusetts
$433K +$10.6K +66 +2%
SWM
767
Stockman Wealth Management
Montana
$432K
SWP
768
Stratos Wealth Partners
Ohio
$429K +$50K +312 +13%
MCM
769
Manchester Capital Management
Vermont
$422K +$186K +1,159 +74%
PCP
770
Proficio Capital Partners
Massachusetts
$421K +$47K +293 +12%
TBA
771
Tower Bridge Advisors
Pennsylvania
$419K -$32.1K -200 -7%
SWA
772
Sutton Wealth Advisors
Florida
$413K +$481 +3 +0.1%
IGWM
773
ICA Group Wealth Management
Colorado
$409K +$8.17K +51 +2%
BRM
774
Boston Research & Management
Massachusetts
$406K
CAI
775
Capital Advisors Inc
Oklahoma
$404K