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
GC
776
Gilbert & Cook
Iowa
$906K
WPA
777
West Paces Advisors
Georgia
$903K
BFM
778
Boothbay Fund Management
New York
$900K
TCWA
779
Turtle Creek Wealth Advisors
Texas
$899K
FFM
780
Forum Financial Management
Illinois
$893K
AAP
781
Arax Advisory Partners
Colorado
$892K
Simplex Trading
782
Simplex Trading
Illinois
$891K
CSPIA
783
Cary Street Partners Investment Advisory
Virginia
$890K
PAS
784
Parsonex Advisory Services
Colorado
$882K
AIP
785
Ameritas Investment Partners
Nebraska
$882K
HPC
786
HM Payson & Co
Maine
$877K
AUB
787
Atlantic Union Bankshares
Virginia
$877K
JSW
788
Journey Strategic Wealth
New Jersey
$877K
CI
789
Cigna Investments
Connecticut
$873K
BBL
790
Beck Bode LLC
Massachusetts
$870K
WFI
791
West Family Investments
California
$868K
MPAM
792
Murphy Pohlad Asset Management
Minnesota
$862K
NAM
793
NorthCrest Asset Manangement
Minnesota
$859K
QPWM
794
Quadrant Private Wealth Management
Pennsylvania
$858K
OAM
795
Oxford Asset Management
United Kingdom
$855K
Kovitz Investment Group Partners
796
Kovitz Investment Group Partners
Illinois
$850K
CFAM
797
Center For Asset Management
Florida
$844K
BHWM
798
Bar Harbor Wealth Management
New Hampshire
$841K
VWM
799
Venturi Wealth Management
Texas
$834K
CFP
800
Cascade Financial Partners
California
$830K