MRSH

Marsh

1,574 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, 525 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: 1,5681,574 (+6)

7% less capital invested

Capital invested by funds: $86.9B → $80.7B (-$6.27B)

18% less repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 640

Holders
1,574
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
MFGM
826
Marshall Financial Group (Maryland)
Maryland
$760K
MAM
827
MMA Asset Management
Pennsylvania
$757K
LFAS
828
Level Four Advisory Services
Texas
$755K
FC
829
Farringdon Capital
United Kingdom
$755K
AF
830
Alerus Financial
North Dakota
$752K
WWA
831
Wingate Wealth Advisors
Massachusetts
$750K
AWA
832
Aaron Wealth Advisors
Illinois
$750K
Empower Advisory Group
833
Empower Advisory Group
Colorado
$744K
HCM
834
Howard Capital Management
Georgia
$740K
T
835
TOBAM
France
$740K
SWA
836
SFMG Wealth Advisors
Texas
$739K
SPW
837
Signet Private Wealth
Illinois
$732K
MA
838
Mutual Advisors
Nebraska
$732K
JHP
839
James Hambro & Partners
United Kingdom
$729K
FNT
840
First National Trust
Pennsylvania
$726K
KWA
841
Kondo Wealth Advisors
California
$724K
EIM
842
Essex Investment Management
Massachusetts
$723K
PP
843
PDS Planning
Ohio
$723K
PGWM
844
Parisi Gray Wealth Management
New Jersey
$720K
NAS
845
Nicolet Advisory Services
Wisconsin
$718K
CBA
846
Coastal Bridge Advisors
Connecticut
$715K
AWM
847
Aries Wealth Management
Maine
$710K
IAA
848
Independent Advisor Alliance
North Carolina
$707K
V
849
VeraBank
Texas
$707K
SFS
850
Sowell Financial Services
Arkansas
$706K