MRSH

Marsh

1,574 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, 525 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: 1,5681,574 (+6)

7% less capital invested

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

18% less repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 640

Holders
1,574
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
SWM
926
Sterling Wealth Management
Illinois
$523K
AHL
927
Abel Hall LLC
Louisiana
$522K
TWM
928
Thrive Wealth Management
Pennsylvania
$521K
SFO
929
Stokes Family Office
Louisiana
$521K
MWM
930
Meritas Wealth Management
California
$520K
SWA
931
SOA Wealth Advisors
New York
$512K
ACM
932
Advisors Capital Management
New Jersey
$512K
IWM
933
IHT Wealth Management
Illinois
$512K
RF
934
Rossby Financial
Florida
$511K
AFG
935
Atomi Financial Group
New York
$510K
MM
936
MQS Management
New York
$509K
PGA
937
Portland Global Advisors
Maine
$508K
M
938
MATAURO
New York
$508K
AWA
939
Archvest Wealth Advisors
California
$504K
FBB
940
Fulton Breakefield Broenniman
Maryland
$503K
CCA
941
Corps Capital Advisors
Texas
$501K
VM
942
Venator Management
Pennsylvania
$501K
WPW
943
Warther Private Wealth
Ohio
$501K
PCH
944
PGIM Custom Harvest
New Jersey
$501K
PCM
945
Penserra Capital Management
California
$500K
PMSA
946
Patrick M. Sweeney & Associates
Illinois
$498K
EI
947
Ellevest Inc
New York
$498K
PCIA
948
Prime Capital Investment Advisors
Kansas
$494K
CAI
949
Capital Advisors Inc
Oklahoma
$493K
PCS
950
Personal CFO Solutions
New Jersey
$492K