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
PP
776
PDS Planning
Ohio
$1.03M
BAM
777
Belpointe Asset Management
Nevada
$1.02M
Balyasny Asset Management
778
Balyasny Asset Management
Illinois
$1.02M
FC
779
Fjell Capital
North Dakota
$1.02M
CFP
780
Cascade Financial Partners
California
$1.02M
TCBWMS
781
Texas Capital Bank Wealth Management Services
Texas
$1.02M
SFS
782
Sowell Financial Services
Arkansas
$1.02M
AF
783
Allworth Financial
California
$1.02M
MPAM
784
Murphy Pohlad Asset Management
Minnesota
$1.02M
PWMAG
785
Pinnacle Wealth Management Advisory Group
New Jersey
$1.01M
AC
786
Annandale Capital
Texas
$1.01M
PCM
787
Polymer Capital Management
New York
$1M
BCM
788
Boltwood Capital Management
California
$999K
QPWM
789
Quadrant Private Wealth Management
Pennsylvania
$996K
CWM
790
Connecticut Wealth Management
Connecticut
$994K
DADC
791
D.A. Davidson & Co
Montana
$975K
1M
792
1248 Management
Missouri
$972K
ACM
793
Advance Capital Management
Michigan
$963K
Walleye Capital
794
Walleye Capital
New York
$961K
TCOT
795
Trust Company of Toledo
Ohio
$958K
WWM
796
Western Wealth Management
Colorado
$957K
AUB
797
Atlantic Union Bankshares
Virginia
$953K
SMA
798
Sage Mountain Advisors
Georgia
$951K
TTIC
799
Tower Trust & Investment Company
Iowa
$948K
FFA
800
Farther Finance Advisors
California
$940K