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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
RWM
876
RKL Wealth Management
Pennsylvania
$265K +$64.7K +404 +31%
AAMC
877
Asset Allocation & Management Company
Illinois
$264K
DI
878
Diligent Investors
California
$264K
PAM
879
Paradigm Asset Management
New York
$264K +$272K +1,700 New
LSA
880
Lion Street Advisors
Texas
$262K +$481 +3 +0.2%
RP
881
Riverwater Partners
Wisconsin
$262K +$271K +1,688 New
RMC
882
Resources Management Corp
Connecticut
$261K +$3.37K +21 +1%
WSTAM
883
Wilbanks Smith & Thomas Asset Management
Virginia
$260K -$3.85K -24 -1%
KC
884
Kinloch Capital
Virginia
$260K -$3.21K -20 -1%
IAA
885
Independent Advisor Alliance
North Carolina
$259K -$17.6K -110 -6%
NPF
886
Norris Perne & French
Michigan
$256K
RFN
887
RDA Financial Network
Iowa
$256K +$264K +1,650 New
RIM
888
Rockbridge Investment Management
New York
$254K
PI
889
PFS Investments
Georgia
$254K +$262K +1,634 New
DA
890
Drake & Associates
Wisconsin
$252K +$260K +1,625 New
CIBC World Market
891
CIBC World Market
Ontario, Canada
$251K -$23.6K -147 -8%
B
892
Bailard
California
$251K +$9.62K +60 +4%
MSFP
893
Mark Sheptoff Financial Planning
Connecticut
$250K
PHAM
894
Palisades Hudson Asset Management
Florida
$249K
NL
895
NWAM LLC
Washington
$248K -$8.81K -55 -3%
CCA
896
Childress Capital Advisors
Texas
$248K +$17.1K +107 +7%
MA
897
MUFG Americas
New York
$247K -$19.4K -121 -7%
CGA
898
Crescent Grove Advisors
Illinois
$246K
CM
899
Capital Management
Virginia
$245K
CAM
900
Carret Asset Management
New York
$245K