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
QWP
876
Quotient Wealth Partners
Texas
$738K
AWS
877
Atria Wealth Solutions
New York
$736K
AC
878
AXQ Capital
New Jersey
$731K
SSWM
879
Smith Salley Wealth Management
North Carolina
$730K
LS
880
Livforsakringsbolaget Skandia
Sweden
$729K
SIA
881
Schear Investment Advisers
Ohio
$726K
IC
882
Iconiq Capital
California
$723K
WJWM
883
Williams Jones Wealth Management
New York
$722K
MCM
884
Mattern Capital Management
Colorado
$722K
LWCFA
885
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$718K
PCP
886
Proficio Capital Partners
Massachusetts
$718K
MTIC
887
Missouri Trust & Investment Company
Missouri
$712K
KBFS
888
Kohmann Bosshard Financial Services
Ohio
$709K
WPIC
889
White Pine Investment Company
Michigan
$709K
CIC
890
Chilton Investment Company
Connecticut
$708K
PAM
891
Parvin Asset Management
South Dakota
$706K
WFPG
892
Waller Financial Planning Group
Ohio
$705K
AWA
893
Aaron Wealth Advisors
Illinois
$704K
TWM
894
Thrive Wealth Management
Pennsylvania
$704K
DWM
895
Defined Wealth Management
Oregon
$700K
AFG
896
Atomi Financial Group
New York
$700K
DSC
897
Duncker Streett & Co
Missouri
$700K
CGL
898
Clarius Group LLC
Washington
$696K
IWC
899
Integrated Wealth Concepts
Massachusetts
$695K
EI
900
Ellevest Inc
New York
$695K