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
MWM
926
Meritas Wealth Management
California
$520K
SWA
927
SOA Wealth Advisors
New York
$512K
ACM
928
Advisors Capital Management
New Jersey
$512K
IWM
929
IHT Wealth Management
Illinois
$512K
RF
930
Rossby Financial
Florida
$511K
AFG
931
Atomi Financial Group
New York
$510K
MM
932
MQS Management
New York
$509K
PGA
933
Portland Global Advisors
Maine
$508K
M
934
MATAURO
New York
$508K
AWA
935
Archvest Wealth Advisors
California
$504K
FBB
936
Fulton Breakefield Broenniman
Maryland
$503K
VM
937
Venator Management
Pennsylvania
$501K
CCA
938
Corps Capital Advisors
Texas
$501K
WPW
939
Warther Private Wealth
Ohio
$501K
PCH
940
PGIM Custom Harvest
New Jersey
$501K
PCM
941
Penserra Capital Management
California
$500K
PMSA
942
Patrick M. Sweeney & Associates
Illinois
$498K
EI
943
Ellevest Inc
New York
$498K
PCIA
944
Prime Capital Investment Advisors
Kansas
$494K
CAI
945
Capital Advisors Inc
Oklahoma
$493K
PCS
946
Personal CFO Solutions
New Jersey
$492K
LGF
947
LGT Group Foundation
Liechtenstein
$488K
NF
948
Nvest Financial
New Hampshire
$487K
BRM
949
Boston Research & Management
Massachusetts
$486K
FAM
950
Fulcrum Asset Management
United Kingdom
$485K