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
PCIA
851
Prime Capital Investment Advisors
Kansas
$801K
CIM
852
Contravisory Investment Management
Massachusetts
$794K
CT
853
Caldwell Trust
Florida
$791K
WBC
854
Westpac Banking Corp
Australia
$790K
CAMG
855
CWA Asset Management Group
Florida
$790K
GFM
856
GF Fund Management
China
$787K
ATS
857
Ashton Thomas Securities
New York
$787K
VIP
858
Vista Investment Partners
Oklahoma
$787K
AC
859
Avestar Capital
New York
$787K
FFM
860
Forum Financial Management
Illinois
$785K
LFM
861
LGT Fund Management
Liechtenstein
$777K
MA
862
Mutual Advisors
Nebraska
$776K
NICM
863
Neo Ivy Capital Management
New York
$767K
SA
864
SRN Advisors
Pennsylvania
$766K
TGAM
865
TBH Global Asset Management
Tennessee
$766K
NCM
866
Noesis Capital Mangement
Florida
$765K
EH
867
Equitable Holdings
New York
$764K
N
868
Numerai
California
$763K
LFAS
869
Level Four Advisory Services
Texas
$761K
BWM
870
Buckley Wealth Management
Nevada
$761K
PCS
871
Personal CFO Solutions
New Jersey
$749K
SB
872
Strategic Blueprint
Georgia
$748K
1C
873
111 Capital
France
$745K
FRA
874
Frank Rimerman Advisors
California
$742K
FB
875
Fulton Bank
Pennsylvania
$742K