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
VCA
876
Verdence Capital Advisors
Maryland
$629K
PW
877
PUREfi Wealth
Massachusetts
$627K
CGIM
878
Capital Group Investment Management
Singapore
$626K
AIM
879
Advyzon Investment Management
Illinois
$625K
LS
880
Livforsakringsbolaget Skandia
Sweden
$619K
BWM
881
Buckley Wealth Management
Nevada
$618K
BTWM
882
Baker Tilly Wealth Management
Wisconsin
$609K
WFPG
883
Waller Financial Planning Group
Ohio
$604K
KBFS
884
Kohmann Bosshard Financial Services
Ohio
$602K
PCM
885
Permanent Capital Management
Illinois
$600K
PAM
886
Parvin Asset Management
South Dakota
$599K
SO
887
STRS Ohio
Ohio
$596K
CCA
888
Coign Capital Advisors
Utah
$594K
DSC
889
Duncker Streett & Co
Missouri
$594K
YAIA
890
Yanni & Associates Investment Advisors
Pennsylvania
$590K
WJWM
891
Williams Jones Wealth Management
New York
$586K
DWM
892
Defined Wealth Management
Oregon
$586K
RB
893
Rodgers Brothers
Pennsylvania
$584K
MTIC
894
Missouri Trust & Investment Company
Missouri
$583K
FA
895
Faithward Advisors
Pennsylvania
$577K
MPWT
896
MassMutual Private Wealth & Trust
Connecticut
$576K
WPIC
897
White Pine Investment Company
Michigan
$574K
VC
898
Vicus Capital
Pennsylvania
$573K
BFA
899
Bill Few Associates
Pennsylvania
$572K
UB
900
UMB Bank
Missouri
$569K