MRSH

Marsh

1,573 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, 524 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: 1,5671,573 (+6)

7% less capital invested

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

18% less repeat investments, than reductions

Existing positions increased: 524 | Existing positions reduced: 640

Holders
1,573
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
VFA
751
Valeo Financial Advisors
Indiana
$994K
FCM
752
Fieldview Capital Management
Michigan
$987K
TPCW
753
TD Private Client Wealth
New York
$974K
Walleye Trading
754
Walleye Trading
New York
$974K
QWM
755
Quadcap Wealth Management
Texas
$968K
HPIA
756
Hamilton Point Investment Advisors
North Carolina
$957K
WI
757
WBI Investments
New Jersey
$950K
BWS
758
Broadway Wealth Solutions
Texas
$949K
ERSOT
759
Employees Retirement System of Texas
Texas
$949K
PA
760
Profund Advisors
Maryland
$946K
ASN
761
Advisory Services Network
Georgia
$945K
CFB
762
Cullen/Frost Bankers
Texas
$937K
CIC
763
Chilton Investment Company
Connecticut
$929K
M1FG
764
Mach-1 Financial Group
Arkansas
$929K
LIM
765
Leavell Investment Management
Alabama
$928K
CCG
766
Ceeto Capital Group
Florida
$928K
T
767
TrueFG
Texas
$928K
OC
768
Oppenheimer & Co
New York
$922K
SWP
769
Sagespring Wealth Partners
Tennessee
$921K
FC
770
Fjell Capital
North Dakota
$919K
CCA
771
Checchi Capital Advisers
California
$918K
BA
772
Bridgewater Advisors
New York
$918K
MCM
773
Mattern Capital Management
Colorado
$917K
SIA
774
SkyView Investment Advisors
New Jersey
$914K
PCA
775
Pallas Capital Advisors
Massachusetts
$908K