MRSH

Marsh

1,574 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, 525 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: 1,5681,574 (+6)

7% less capital invested

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

18% less repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 640

Holders
1,574
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
PCA
776
Pallas Capital Advisors
Massachusetts
$908K
GC
777
Gilbert & Cook
Iowa
$906K
WPA
778
West Paces Advisors
Georgia
$903K
BFM
779
Boothbay Fund Management
New York
$900K
TCWA
780
Turtle Creek Wealth Advisors
Texas
$899K
FFM
781
Forum Financial Management
Illinois
$893K
AAP
782
Arax Advisory Partners
Colorado
$892K
Simplex Trading
783
Simplex Trading
Illinois
$891K
CSPIA
784
Cary Street Partners Investment Advisory
Virginia
$890K
PAS
785
Parsonex Advisory Services
Colorado
$882K
AIP
786
Ameritas Investment Partners
Nebraska
$882K
HPC
787
HM Payson & Co
Maine
$877K
AUB
788
Atlantic Union Bankshares
Virginia
$877K
JSW
789
Journey Strategic Wealth
New Jersey
$877K
CI
790
Cigna Investments
Connecticut
$873K
BBL
791
Beck Bode LLC
Massachusetts
$870K
WFI
792
West Family Investments
California
$868K
MPAM
793
Murphy Pohlad Asset Management
Minnesota
$862K
NAM
794
NorthCrest Asset Manangement
Minnesota
$859K
QPWM
795
Quadrant Private Wealth Management
Pennsylvania
$858K
OAM
796
Oxford Asset Management
United Kingdom
$855K
Kovitz Investment Group Partners
797
Kovitz Investment Group Partners
Illinois
$850K
CFAM
798
Center For Asset Management
Florida
$844K
BHWM
799
Bar Harbor Wealth Management
New Hampshire
$841K
VWM
800
Venturi Wealth Management
Texas
$834K