MRSH

Marsh

1,574 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, 525 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: 1,5681,574 (+6)

7% less capital invested

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

18% less repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 640

Holders
1,574
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
AC
876
AlphaCore Capital
California
$639K
SB
877
Strategic Blueprint
Georgia
$637K
PE
878
PCM Encore
Colorado
$635K
VCA
879
Verdence Capital Advisors
Maryland
$629K
PW
880
PUREfi Wealth
Massachusetts
$627K
CGIM
881
Capital Group Investment Management
Singapore
$626K
AIM
882
Advyzon Investment Management
Illinois
$625K
LS
883
Livforsakringsbolaget Skandia
Sweden
$619K
BWM
884
Buckley Wealth Management
Nevada
$618K
BTWM
885
Baker Tilly Wealth Management
Wisconsin
$609K
WFPG
886
Waller Financial Planning Group
Ohio
$604K
KBFS
887
Kohmann Bosshard Financial Services
Ohio
$602K
PCM
888
Permanent Capital Management
Illinois
$600K
PAM
889
Parvin Asset Management
South Dakota
$599K
SO
890
STRS Ohio
Ohio
$596K
CCA
891
Coign Capital Advisors
Utah
$594K
DSC
892
Duncker Streett & Co
Missouri
$594K
YAIA
893
Yanni & Associates Investment Advisors
Pennsylvania
$590K
WJWM
894
Williams Jones Wealth Management
New York
$586K
DWM
895
Defined Wealth Management
Oregon
$586K
RB
896
Rodgers Brothers
Pennsylvania
$584K
MTIC
897
Missouri Trust & Investment Company
Missouri
$583K
FA
898
Faithward Advisors
Pennsylvania
$577K
MPWT
899
MassMutual Private Wealth & Trust
Connecticut
$576K
WPIC
900
White Pine Investment Company
Michigan
$574K