MRSH

Marsh

1,573 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, 524 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: 1,5671,573 (+6)

7% less capital invested

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

18% less repeat investments, than reductions

Existing positions increased: 524 | Existing positions reduced: 640

Holders
1,573
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
BFA
901
Bill Few Associates
Pennsylvania
$572K
UB
902
UMB Bank
Missouri
$569K
SPC
903
Spirepoint Private Client
Florida
$565K
NSAM
904
North Star Asset Management
Wisconsin
$562K
SCM
905
SOL Capital Management
Maryland
$562K
IAS
906
Insigneo Advisory Services
Florida
$560K
MYLI
907
Meiji Yasuda Life Insurance
Japan
$553K
FFA
908
Florida Financial Advisors
Florida
$552K
LA
909
Legacy Advisors
Pennsylvania
$552K
NO
910
Ninety One
South Africa
$550K
CPR
911
CSU Producer Resources
Ohio
$550K
SWP
912
Stratos Wealth Partners
Ohio
$550K
4WM
913
44 Wealth Management
Oregon
$548K
CG
914
Cynosure Group
Utah
$545K
MCM
915
McRae Capital Management
New Jersey
$544K
OCA
916
OpenArc Corporate Advisory
Georgia
$544K
RIG
917
RiverFront Investment Group
Virginia
$539K
MC
918
Moors & Cabot
Massachusetts
$534K
SG
919
Strid Group
Pennsylvania
$533K
EPW
920
Evolve Private Wealth
California
$533K
AA
921
Armis Advisers
Georgia
$532K
PTC
922
Private Trust Company
Ohio
$531K
KA
923
Kearns & Associates
California
$531K
PFA
924
Pure Financial Advisors
California
$524K
SWM
925
Sterling Wealth Management
Illinois
$523K