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
MCM
851
Manchester Capital Management
Vermont
$687K
PA
852
Persium Advisors
Georgia
$686K
ACM
853
Allred Capital Management
Texas
$680K
RIL
854
Rothschild Investment LLC
Illinois
$679K
GFP
855
Gryphon Financial Partners
Ohio
$677K
FB
856
Fulton Bank
Pennsylvania
$677K
ACM
857
Advance Capital Management
Michigan
$676K
SRWM
858
Shira Ridge Wealth Management
California
$675K
DIM
859
Delta Investment Management
California
$672K
WBC
860
Westpac Banking Corp
Australia
$670K
VIP
861
Vista Investment Partners
Oklahoma
$668K
KCM
862
Kathmere Capital Management
Pennsylvania
$657K
LWAM
863
Legacy Wealth Asset Management
Minnesota
$657K
SOAM
864
SBI Okasan Asset Management
Japan
$657K
SL
865
SWMG LLC
Texas
$656K
CT
866
Caldwell Trust
Florida
$655K
QI
867
Qtron Investments
Massachusetts
$654K
LFM
868
LGT Fund Management
Liechtenstein
$652K
SA
869
Sylvest Advisors
Texas
$650K
IWC
870
Integrated Wealth Concepts
Massachusetts
$650K
NCM
871
Noesis Capital Mangement
Florida
$649K
OIAM
872
OFI Invest Asset Management
France
$645K
AC
873
AlphaCore Capital
California
$639K
SB
874
Strategic Blueprint
Georgia
$637K
PE
875
PCM Encore
Colorado
$635K