MRSH

Marsh

1,573 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, 524 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: 1,5671,573 (+6)

7% less capital invested

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

18% less repeat investments, than reductions

Existing positions increased: 524 | Existing positions reduced: 640

Holders
1,573
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
MGIA
851
Matthew Goff Investment Advisor
Texas
$696K
PWPS
852
Pinnacle Wealth Planning Services
Ohio
$693K
MCM
853
Manchester Capital Management
Vermont
$687K
PA
854
Persium Advisors
Georgia
$686K
ACM
855
Allred Capital Management
Texas
$680K
RIL
856
Rothschild Investment LLC
Illinois
$679K
GFP
857
Gryphon Financial Partners
Ohio
$677K
FB
858
Fulton Bank
Pennsylvania
$677K
ACM
859
Advance Capital Management
Michigan
$676K
SRWM
860
Shira Ridge Wealth Management
California
$675K
DIM
861
Delta Investment Management
California
$672K
WBC
862
Westpac Banking Corp
Australia
$670K
VIP
863
Vista Investment Partners
Oklahoma
$668K
KCM
864
Kathmere Capital Management
Pennsylvania
$657K
LWAM
865
Legacy Wealth Asset Management
Minnesota
$657K
SOAM
866
SBI Okasan Asset Management
Japan
$657K
SL
867
SWMG LLC
Texas
$656K
CT
868
Caldwell Trust
Florida
$655K
QI
869
Qtron Investments
Massachusetts
$654K
LFM
870
LGT Fund Management
Liechtenstein
$652K
SA
871
Sylvest Advisors
Texas
$650K
IWC
872
Integrated Wealth Concepts
Massachusetts
$650K
NCM
873
Noesis Capital Mangement
Florida
$649K
OIAM
874
OFI Invest Asset Management
France
$645K
AC
875
AlphaCore Capital
California
$639K