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
TCBWMS
801
Texas Capital Bank Wealth Management Services
Texas
$826K
SMA
802
Sage Mountain Advisors
Georgia
$823K
MYIA
803
Mount Yale Investment Advisors
Colorado
$822K
CW
804
CreativeOne Wealth
Kansas
$817K
EWS
805
Evergreen Wealth Solutions
Pennsylvania
$812K
TGAM
806
TBH Global Asset Management
Tennessee
$811K
IAN
807
Integrated Advisors Network
Texas
$810K
FWCM
808
Ferguson Wellman Capital Management
Oregon
$807K
WSFS
809
Wilmington Savings Fund Society
Delaware
$799K
BEAM
810
Baker Ellis Asset Management
Washington
$799K
WWM
811
Western Wealth Management
Colorado
$797K
PFS
812
Prospera Financial Services
Texas
$793K
1C
813
111 Capital
France
$787K
RIA
814
Regal Investment Advisors
Michigan
$786K
NWAG
815
Net Worth Advisory Group
Utah
$778K
TTIC
816
Tower Trust & Investment Company
Iowa
$773K
MT
817
Midwest Trust
Kansas
$772K
GAG
818
GM Advisory Group
New York
$769K
CWM
819
Connecticut Wealth Management
Connecticut
$769K
AFP
820
Ausdal Financial Partners
Iowa
$766K
GIC
821
Generali Investments CEE
Czech Republic
$766K
CPIG
822
Chicago Partners Investment Group
Illinois
$762K
MFGM
823
Marshall Financial Group (Maryland)
Maryland
$760K
MAM
824
MMA Asset Management
Pennsylvania
$757K
LFAS
825
Level Four Advisory Services
Texas
$755K