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
SPC
901
Spirepoint Private Client
Florida
$565K
NSAM
902
North Star Asset Management
Wisconsin
$562K
SCM
903
SOL Capital Management
Maryland
$562K
IAS
904
Insigneo Advisory Services
Florida
$560K
MYLI
905
Meiji Yasuda Life Insurance
Japan
$553K
FFA
906
Florida Financial Advisors
Florida
$552K
LA
907
Legacy Advisors
Pennsylvania
$552K
NO
908
Ninety One
South Africa
$550K
CPR
909
CSU Producer Resources
Ohio
$550K
SWP
910
Stratos Wealth Partners
Ohio
$550K
4WM
911
44 Wealth Management
Oregon
$548K
CG
912
Cynosure Group
Utah
$545K
MCM
913
McRae Capital Management
New Jersey
$544K
OCA
914
OpenArc Corporate Advisory
Georgia
$544K
RIG
915
RiverFront Investment Group
Virginia
$539K
MC
916
Moors & Cabot
Massachusetts
$534K
SG
917
Strid Group
Pennsylvania
$533K
EPW
918
Evolve Private Wealth
California
$533K
PTC
919
Private Trust Company
Ohio
$531K
KA
920
Kearns & Associates
California
$531K
PFA
921
Pure Financial Advisors
California
$524K
SWM
922
Sterling Wealth Management
Illinois
$523K
AHL
923
Abel Hall LLC
Louisiana
$522K
TWM
924
Thrive Wealth Management
Pennsylvania
$521K
SFO
925
Stokes Family Office
Louisiana
$521K