We are live on ! Find out more
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
HFG
926
Heron Financial Group
New York
$224K
NEPPG
927
New England Professional Planning Group
Rhode Island
$224K
CHP
928
Cable Hill Partners
Oregon
$224K +$231K +1,442 New
MPI
929
Mairs & Power Inc
Minnesota
$223K -$136K -848 -37%
PP
930
PFS Partners
New Jersey
$223K -$12K -75 -5%
JIC
931
Joel Isaacson & Co
New York
$222K +$4.17K +26 +2%
CT
932
Columbia Trust
Oregon
$220K
CWM
933
Curi Wealth Management
North Carolina
$219K -$19.1K -119 -8%
MC
934
Middleton & Co
Massachusetts
$219K
SSWM
935
Smith Salley Wealth Management
North Carolina
$217K
YMRC
936
Yorktown Management & Research Company
Virginia
$217K +$224K +1,400 New
GT
937
Glenview Trust
Kentucky
$214K +$221K +1,381 New
HWMA
938
Heritage Wealth Management (Arizona)
Arizona
$214K
LSA
939
Leonteq Securities AG
Switzerland
$214K -$325K -2,031 -60%
KFC
940
Klingenstein Fields & Co
New York
$213K
JC
941
JB Capital
Connecticut
$213K +$5.45K +34 +3%
DA
942
DSC Advisors
Illinois
$213K +$12.8K +80 +6%
AAS
943
Ameritas Advisory Services
Nebraska
$212K +$219K +1,367 New
CWP
944
Curated Wealth Partners
California
$210K -$88.8K -554 -29%
CPA
945
Court Place Advisors
Maryland
$210K
NED
946
Nancy E. Dempze
$210K
RHJA
947
Rice Hall James & Associates
California
$210K
PCH
948
Polar Capital Holdings
United Kingdom
$209K +$31.4M +195,660 +17%
LFA
949
Legacy Financial Advisors
Kentucky
$209K +$216K +1,345 New
IC
950
Intersect Capital
California
$208K -$18.9K -118 -8%