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
MAM
826
MMA Asset Management
Pennsylvania
$853K
GT
827
Glenview Trust
Kentucky
$852K
PGWM
828
Parisi Gray Wealth Management
New Jersey
$849K
GCA
829
Genesee Capital Advisors
New York
$844K
MFGM
830
Marshall Financial Group (Maryland)
Maryland
$841K
NWAG
831
Net Worth Advisory Group
Utah
$840K
AWM
832
Aries Wealth Management
Maine
$839K
AIM
833
Aigen Investment Management
New York
$835K
PWPS
834
Pinnacle Wealth Planning Services
Ohio
$832K
MOS
835
MGO One Seven
Ohio
$831K
BFM
836
Boothbay Fund Management
New York
$830K
BEAM
837
Baker Ellis Asset Management
Washington
$828K
Walleye Trading
838
Walleye Trading
New York
$828K
NG
839
Novem Group
New York
$823K
GL
840
Graypoint LLC
New York
$823K
MGIA
841
Matthew Goff Investment Advisor
Texas
$822K
GWMR
842
GC Wealth Management RIA
Massachusetts
$822K
ACM
843
Allred Capital Management
Texas
$818K
NB
844
Nicolet Bankshares
Wisconsin
$812K
Empower Advisory Group
845
Empower Advisory Group
Colorado
$808K
FFS
846
Founders Financial Securities
Maryland
$808K
AFP
847
Ausdal Financial Partners
Iowa
$808K
HCM
848
Howard Capital Management
Georgia
$807K
OWM
849
Opes Wealth Management
California
$806K
SRWM
850
Shira Ridge Wealth Management
California
$802K