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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
IWC
851
Integrated Wealth Concepts
Massachusetts
$289K +$23.1K +144 +8%
AF
852
Advisornet Financial
Minnesota
$288K -$55.3K -345 -16%
CCG
853
Cypress Capital Group
Florida
$288K -$6.73K -42 -2%
SWA
854
SOA Wealth Advisors
New York
$288K +$321 +2 +0.1%
MPPW
855
Mitchell & Pahl Private Wealth
Oklahoma
$286K -$7.85K -49 -3%
BCM
856
Brookstone Capital Management
Illinois
$285K -$5.93K -37 -2%
SWM
857
SeaCrest Wealth Management
New York
$285K -$4.49K -28 -2%
EFS
858
Essex Financial Services
Connecticut
$285K +$32.5K +203 +12%
EWA
859
EP Wealth Advisors
California
$285K +$294K +1,835 New
SLG
860
Stanley-Laman Group
Pennsylvania
$284K -$82.9K -517 -22%
SWP
861
Strategic Wealth Partners
Ohio
$284K -$48.2K -301 -14%
KFA
862
Kelleher Financial Advisors
New York
$284K +$294K +1,834 New
AG
863
AlphaSimPlex Group
Massachusetts
$282K
PCM
864
Parsons Capital Management
Rhode Island
$281K -$14.1K -88 -5%
LGWM
865
Litman Gregory Wealth Management
California
$279K +$288K +1,800 New
5L
866
55I LLC
Massachusetts
$278K -$961K -5,995 -77%
KFA
867
Krane Funds Advisors
New York
$275K -$116K -721 -29%
CSWM
868
Cassady Schiller Wealth Management
Ohio
$275K
UB
869
UMB Bank
Missouri
$273K
TL
870
Tradewinds LLC
North Carolina
$272K +$280K +1,750 New
DAS
871
Dynamic Advisor Solutions
Arizona
$270K -$962 -6 -0.3%
CCP
872
Clarkston Capital Partners
Michigan
$268K
WMA
873
Wealth Management Associates
New Jersey
$267K
CA
874
Continuum Advisory
Idaho
$267K -$37.8K -236 -12%
HPWM
875
Highland Private Wealth Management
Washington
$266K +$18.6K +116 +7%