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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
OL
901
Optas LLC
Texas
$245K +$19.1K +119 +8%
AP
902
Appleton Partners
Massachusetts
$244K -$11.5K -72 -4%
FHB
903
First Hawaiian Bank
Hawaii
$243K -$17.6K -110 -7%
WANY
904
Wealthspire Advisors (New York)
New York
$243K +$251K +1,564 New
RA
905
RFG Advisory
Alabama
$241K +$233K +1,452 New
GLA
906
Great Lakes Advisors
Illinois
$240K +$44.6K +278 +22%
HCM
907
HMS Capital Management
Tennessee
$240K +$248K +1,545 New
CIP
908
Convergence Investment Partners
Florida
$240K +$248K +1,548 New
PP
909
Patron Partners
Texas
$239K +$10.1K +63 +4%
DA
910
Dillon & Associates
Michigan
$237K
PP
911
Paloma Partners
Connecticut
$237K +$5.45K +34 +2%
CRI
912
Colonial River Investments
Virginia
$237K +$245K +1,529 New
SPP
913
Single Point Partners
Massachusetts
$236K -$24.7K -154 -9%
DBT
914
Dubuque Bank & Trust
Iowa
$235K -$51.3K -320 -17%
WB
915
WesBanco Bank
West Virginia
$234K -$18.3K -114 -7%
NFC
916
Northeast Financial Consultants
Connecticut
$234K -$14.7K -92 -6%
AC
917
Asio Capital
Kentucky
$233K
AWM
918
Axxcess Wealth Management
California
$233K +$10.7K +67 +5%
VFA
919
Voya Financial Advisors
Connecticut
$233K +$16.8K +105 +8%
ER
920
Enlightenment Research
Florida
$233K +$240K +1,500 New
Verition Fund Management
921
Verition Fund Management
Connecticut
$230K -$325K -2,030 -58%
YIA
922
YHB Investment Advisors
Connecticut
$229K
BBNA
923
Bremer Bank National Association
Minnesota
$227K -$52.4K -327 -18%
KIG
924
Kessler Investment Group
Indiana
$227K -$31.1K -194 -12%
TTWM
925
TCV Trust & Wealth Management
Virginia
$225K