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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
ZCA
826
Zeke Capital Advisors
Pennsylvania
$317K -$2.72K -17 -0.8%
WCWM
827
Willow Creek Wealth Management
California
$315K
AIA
828
Alera Investment Advisors
Illinois
$314K +$11.4K +71 +4%
S
829
Surevest
California
$313K
CIC
830
Chilton Investment Company
Connecticut
$312K
HAIM
831
Hunter Associates Investment Management
Pennsylvania
$311K
FA
832
Faithward Advisors
Pennsylvania
$311K +$962 +6 +0.3%
CT
833
Cambridge Trust
Massachusetts
$311K +$21.2K +132 +7%
SCI
834
S&CO Inc
Massachusetts
$310K
CBFP
835
Cedar Brook Financial Partners
Ohio
$309K +$10.4K +65 +3%
CC
836
Centiva Capital
New York
$309K +$319K +1,988 New
AMR
837
Asset Management Resources
Massachusetts
$307K
CWM
838
Congress Wealth Management
Massachusetts
$306K -$11.9K -74 -4%
9WM
839
9258 Wealth Management
Ohio
$306K +$316K +1,973 New
KCM
840
Kanawha Capital Management
Virginia
$304K
CFG
841
CKW Financial Group
Hawaii
$298K +$641 +4 +0.2%
TFA
842
Transamerica Financial Advisors
Florida
$298K +$307K +1,916 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
843
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$295K -$42.7M -266,519 -99%
GA
844
GraniteShares Advisors
New York
$294K -$57.9K -361 -16%
APW
845
Acima Private Wealth
Virginia
$292K
BP
846
BBR Partners
New York
$292K
VFA
847
Valeo Financial Advisors
Indiana
$291K -$125K -778 -29%
BOTW
848
Bank of the West
California
$290K -$7.05K -44 -2%
PL
849
Pluribus Labs
California
$290K +$299K +1,868 New
AHB
850
Abner Herrman & Brock
New Jersey
$289K -$23.1K -144 -7%