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
FC
826
Farringdon Capital
United Kingdom
$755K
AF
827
Alerus Financial
North Dakota
$752K
WWA
828
Wingate Wealth Advisors
Massachusetts
$750K
AWA
829
Aaron Wealth Advisors
Illinois
$750K
Empower Advisory Group
830
Empower Advisory Group
Colorado
$744K
HCM
831
Howard Capital Management
Georgia
$740K
T
832
TOBAM
France
$740K
SWA
833
SFMG Wealth Advisors
Texas
$739K
SPW
834
Signet Private Wealth
Illinois
$732K
MA
835
Mutual Advisors
Nebraska
$732K
JHP
836
James Hambro & Partners
United Kingdom
$729K
FNT
837
First National Trust
Pennsylvania
$726K
KWA
838
Kondo Wealth Advisors
California
$724K
EIM
839
Essex Investment Management
Massachusetts
$723K
PP
840
PDS Planning
Ohio
$723K
PGWM
841
Parisi Gray Wealth Management
New Jersey
$720K
NAS
842
Nicolet Advisory Services
Wisconsin
$718K
CBA
843
Coastal Bridge Advisors
Connecticut
$715K
AWM
844
Aries Wealth Management
Maine
$710K
IAA
845
Independent Advisor Alliance
North Carolina
$707K
V
846
VeraBank
Texas
$707K
SFS
847
Sowell Financial Services
Arkansas
$706K
SGI
848
Summit Global Investments
Utah
$705K
MGIA
849
Matthew Goff Investment Advisor
Texas
$696K
PWPS
850
Pinnacle Wealth Planning Services
Ohio
$693K