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
PGA
901
Portland Global Advisors
Maine
$692K
RB
902
Rodgers Brothers
Pennsylvania
$689K
SWM
903
Spire Wealth Management
Virginia
$688K
NO
904
Ninety One
South Africa
$687K
BFA
905
Bill Few Associates
Pennsylvania
$685K
FFA
906
Florida Financial Advisors
Florida
$684K
GIA
907
Gateway Investment Advisers
Ohio
$683K
MLA
908
My Legacy Advisors
Oregon
$683K
DA
909
Dover Advisors
Virginia
$678K
DWM
910
Dakota Wealth Management
Florida
$670K
VC
911
Vicus Capital
Pennsylvania
$667K
NSAM
912
North Star Asset Management
Wisconsin
$662K
SCM
913
SOL Capital Management
Maryland
$662K
FC
914
Farringdon Capital
United Kingdom
$655K
GFP
915
Gryphon Financial Partners
Ohio
$653K
DIM
916
Delta Investment Management
California
$653K
PFA
917
Pure Financial Advisors
California
$648K
MC
918
Moors & Cabot
Massachusetts
$637K
MSCM
919
McElhenny Sheffield Capital Management
Texas
$633K
SL
920
SWMG LLC
Texas
$629K
SG
921
Strid Group
Pennsylvania
$628K
KA
922
Kearns & Associates
California
$625K
MCM
923
McRae Capital Management
New Jersey
$623K
AWA
924
Archvest Wealth Advisors
California
$621K
ACM
925
Aster Capital Management
United Arab Emirates
$617K