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
CCG
801
Ceeto Capital Group
Florida
$940K
GAG
802
GM Advisory Group
New York
$921K
CA
803
Continuum Advisory
Idaho
$919K
FFO
804
Fiduciary Family Office
Florida
$918K
FIA
805
Foundations Investment Advisors
Arizona
$917K
RF
806
Rossby Financial
Florida
$907K
V
807
VeraBank
Texas
$906K
MPWT
808
MassMutual Private Wealth & Trust
Connecticut
$900K
CBA
809
Coastal Bridge Advisors
Connecticut
$894K
LI
810
Louisbourg Investments
New Brunswick, Canada
$894K
ANTB
811
AMG National Trust Bank
Colorado
$889K
WWA
812
Wingate Wealth Advisors
Massachusetts
$879K
MT
813
Midwest Trust
Kansas
$878K
WA
814
Waverly Advisors
Alabama
$878K
NP
815
Nilsine Partners
Colorado
$876K
TPA
816
Trivium Point Advisory
Connecticut
$870K
KWA
817
Kondo Wealth Advisors
California
$866K
AWM
818
AE Wealth Management
Kansas
$866K
SWA
819
SFMG Wealth Advisors
Texas
$864K
EIM
820
Essex Investment Management
Massachusetts
$860K
SI
821
Stephens Inc
Arkansas
$860K
LCWP
822
Legacy Capital Wealth Partners
Arkansas
$859K
CSPIA
823
Cary Street Partners Investment Advisory
Virginia
$856K
A
824
AlphaQuest
New York
$855K
PW
825
PUREfi Wealth
Massachusetts
$854K