We are live on ! Find out more
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
GWS
801
Glassman Wealth Services
Virginia
$360K +$18.3K +114 +5%
IA
802
IFP Advisors
Florida
$357K
LF
803
Lantz Financial
Illinois
$356K
GCM
804
Gladius Capital Management
Illinois
$355K +$366K +2,284 New
TSS
805
Two Sigma Securities
New York
$355K +$367K +2,288 New
SPC
806
Sigma Planning Corp
Michigan
$353K +$15.1K +94 +4%
LOAMS
807
Lombard Odier Asset Management (Switzerland)
Switzerland
$352K +$363K +2,267 New
CA
808
Cetera Advisors
Colorado
$351K +$28.7K +179 +9%
BONST
809
Bank of Nova Scotia Trust
Ontario, Canada
$349K -$113K -703 -24%
PCM
810
Pointe Capital Management
Michigan
$347K
BDWM
811
Brewin Dolphin Wealth Management
Ireland
$345K
APWM
812
Atlas Private Wealth Management
New York
$345K +$21.3K +133 +6%
CS
813
Comerica Securities
Michigan
$344K +$15.2K +95 +4%
BDF
814
Balasa Dinverno & Foltz
$342K +$2.88K +18 +0.8%
JAG
815
Journey Advisory Group
Kentucky
$341K
SHWM
816
Smith & Howard Wealth Management
Georgia
$340K
RIM
817
Reliant Investment Management
Tennessee
$339K
GC
818
Gilbert & Cook
Iowa
$338K
WP
819
WealthSource Partners
California
$336K +$8.01K +50 +2%
IC
820
Inscription Capital
Texas
$335K -$75.3K -470 -18%
CWC
821
Carolinas Wealth Consulting
North Carolina
$332K +$160 +1 +0%
VT
822
Vise Technologies
New York
$329K +$42.6K +266 +14%
DI
823
DFPG Investments
Utah
$325K +$321 +2 +0.1%
WCA
824
Westover Capital Advisors
Delaware
$321K -$11.2K -70 -3%
MWA
825
Meridian Wealth Advisors
Texas
$318K +$641 +4 +0.2%