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
BCM
801
Boltwood Capital Management
California
$830K
TCOT
802
Trust Company of Toledo
Ohio
$826K
TCBWMS
803
Texas Capital Bank Wealth Management Services
Texas
$826K
SMA
804
Sage Mountain Advisors
Georgia
$823K
MYIA
805
Mount Yale Investment Advisors
Colorado
$822K
CW
806
CreativeOne Wealth
Kansas
$817K
EWS
807
Evergreen Wealth Solutions
Pennsylvania
$812K
TGAM
808
TBH Global Asset Management
Tennessee
$811K
IAN
809
Integrated Advisors Network
Texas
$810K
FWCM
810
Ferguson Wellman Capital Management
Oregon
$807K
WSFS
811
Wilmington Savings Fund Society
Delaware
$799K
BEAM
812
Baker Ellis Asset Management
Washington
$799K
WWM
813
Western Wealth Management
Colorado
$797K
PFS
814
Prospera Financial Services
Texas
$793K
1C
815
111 Capital
France
$787K
RIA
816
Regal Investment Advisors
Michigan
$786K
NWAG
817
Net Worth Advisory Group
Utah
$778K
TTIC
818
Tower Trust & Investment Company
Iowa
$773K
MT
819
Midwest Trust
Kansas
$772K
GAG
820
GM Advisory Group
New York
$769K
CWM
821
Connecticut Wealth Management
Connecticut
$769K
AFP
822
Ausdal Financial Partners
Iowa
$766K
GIC
823
Generali Investments CEE
Czech Republic
$766K
CPIG
824
Chicago Partners Investment Group
Illinois
$762K
MFGM
825
Marshall Financial Group (Maryland)
Maryland
$760K