MRSH

Marsh

1,562 hedge funds and large institutions have $80.4B invested in Marsh in 2025 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 520 increasing their positions, 641 reducing their positions, and 167 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% less funds holding

Funds holding: 1,5661,562 (-4)

8% less capital invested

Capital invested by funds: $86.9B → $80.4B (-$6.52B)

19% less repeat investments, than reductions

Existing positions increased: 520 | Existing positions reduced: 641

Holders
1,562
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
BFM
776
Boothbay Fund Management
New York
$900K
TCWA
777
Turtle Creek Wealth Advisors
Texas
$899K
FFM
778
Forum Financial Management
Illinois
$893K
AAP
779
Arax Advisory Partners
Colorado
$892K
Simplex Trading
780
Simplex Trading
Illinois
$891K
CSPIA
781
Cary Street Partners Investment Advisory
Virginia
$890K
PAS
782
Parsonex Advisory Services
Colorado
$882K
AIP
783
Ameritas Investment Partners
Nebraska
$882K
HPC
784
HM Payson & Co
Maine
$877K
AUB
785
Atlantic Union Bankshares
Virginia
$877K
JSW
786
Journey Strategic Wealth
New Jersey
$877K
CI
787
Cigna Investments
Connecticut
$873K
BBL
788
Beck Bode LLC
Massachusetts
$870K
WFI
789
West Family Investments
California
$868K
MPAM
790
Murphy Pohlad Asset Management
Minnesota
$862K
NAM
791
NorthCrest Asset Manangement
Minnesota
$859K
QPWM
792
Quadrant Private Wealth Management
Pennsylvania
$858K
OAM
793
Oxford Asset Management
United Kingdom
$855K
Kovitz Investment Group Partners
794
Kovitz Investment Group Partners
Illinois
$850K
CFAM
795
Center For Asset Management
Florida
$844K
BHWM
796
Bar Harbor Wealth Management
New Hampshire
$841K
VWM
797
Venturi Wealth Management
Texas
$834K
CFP
798
Cascade Financial Partners
California
$830K
BCM
799
Boltwood Capital Management
California
$830K
TCOT
800
Trust Company of Toledo
Ohio
$826K