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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
AIP
776
ARS Investment Partners
New York
$402K +$22K +137 +6%
RT
777
Rockland Trust
Massachusetts
$401K -$86.1K -537 -17%
T
778
TOBAM
France
$401K +$34K +212 +9%
PWM
779
Perigon Wealth Management
California
$400K +$60.4K +377 +17%
CWM
780
C2C Wealth Management
Arizona
$395K
FCAG
781
First Capital Advisors Group
New Jersey
$395K +$408K +2,543 New
FIM
782
Freedom Investment Management
Connecticut
$392K +$76.4K +477 +23%
LJHT
783
Laurie J. Hall Trustee
$387K
GL
784
Graypoint LLC
New York
$385K +$40.9K +255 +11%
SFA
785
Sequoia Financial Advisors
Ohio
$383K +$57.9K +361 +17%
FB
786
Fulton Bank
Pennsylvania
$382K -$39.6K -247 -9%
SI
787
Stephens Inc
Arkansas
$382K -$3.04K -19 -0.8%
SCM
788
SOL Capital Management
Maryland
$380K -$4.01K -25 -1%
NP
789
NorthRock Partners
Minnesota
$378K -$92.1K -575 -19%
AWM
790
Aberdeen Wealth Management
Illinois
$378K
WCM
791
Wallace Capital Management
Texas
$378K
AWA
792
Aaron Wealth Advisors
Illinois
$375K -$50M -312,007 -99%
CWM
793
Cahaba Wealth Management
Georgia
$375K -$54.3K -339 -12%
WKWM
794
Walter & Keenan Wealth Management
Indiana
$373K
BRWA
795
B. Riley Wealth Advisors
Florida
$369K +$32.4K +202 +9%
GA
796
Geller Advisors
New York
$367K -$321 -2 -0.1%
PIA
797
Powell Investment Advisors
Florida
$366K
PCM
798
Penserra Capital Management
California
$364K -$33.2K -207 -8%
CF
799
Centaurus Financial
California
$363K +$4.17K +26 +1%
ICG
800
InterOcean Capital Group
Tennessee
$360K -$2.08K -13 -0.6%