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
HPIA
751
Hamilton Point Investment Advisors
North Carolina
$1.11M
SIA
752
SkyView Investment Advisors
New Jersey
$1.11M
GIC
753
Generali Investments CEE
Czech Republic
$1.11M
JWM
754
JGP Wealth Management
Oregon
$1.1M
AIP
755
Ameritas Investment Partners
Nebraska
$1.1M
T
756
TrueFG
Texas
$1.09M
Twin Tree Management
757
Twin Tree Management
Texas
$1.09M
LIM
758
Leavell Investment Management
Alabama
$1.09M
QWM
759
Quadcap Wealth Management
Texas
$1.09M
HPC
760
HM Payson & Co
Maine
$1.08M
IAA
761
Independent Advisor Alliance
North Carolina
$1.07M
MYAM
762
Meiji Yasuda Asset Management
Japan
$1.07M
BHWM
763
Bar Harbor Wealth Management
New Hampshire
$1.07M
FW
764
FullCircle Wealth
Texas
$1.07M
MCM
765
Manchester Capital Management
Vermont
$1.06M
GRP
766
Global Retirement Partners
California
$1.06M
CI
767
Cigna Investments
Connecticut
$1.06M
CNBT
768
Canandaigua National Bank & Trust
New York
$1.06M
RCM
769
Regency Capital Management
Hawaii
$1.05M
BA
770
Bridgewater Advisors
New York
$1.04M
AA
771
Armis Advisers
Georgia
$1.04M
M
772
MATAURO
New York
$1.04M
CAG
773
Csenge Advisory Group
Florida
$1.03M
CGIM
774
Capital Group Investment Management
Singapore
$1.03M
BBL
775
Beck Bode LLC
Massachusetts
$1.03M