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
AHL
926
Abel Hall LLC
Louisiana
$522K
TWM
927
Thrive Wealth Management
Pennsylvania
$521K
SFO
928
Stokes Family Office
Louisiana
$521K
MWM
929
Meritas Wealth Management
California
$520K
SWA
930
SOA Wealth Advisors
New York
$512K
ACM
931
Advisors Capital Management
New Jersey
$512K
IWM
932
IHT Wealth Management
Illinois
$512K
RF
933
Rossby Financial
Florida
$511K
AFG
934
Atomi Financial Group
New York
$510K
MM
935
MQS Management
New York
$509K
PGA
936
Portland Global Advisors
Maine
$508K
M
937
MATAURO
New York
$508K
AWA
938
Archvest Wealth Advisors
California
$504K
FBB
939
Fulton Breakefield Broenniman
Maryland
$503K
VM
940
Venator Management
Pennsylvania
$501K
CCA
941
Corps Capital Advisors
Texas
$501K
WPW
942
Warther Private Wealth
Ohio
$501K
PCH
943
PGIM Custom Harvest
New Jersey
$501K
PCM
944
Penserra Capital Management
California
$500K
PMSA
945
Patrick M. Sweeney & Associates
Illinois
$498K
EI
946
Ellevest Inc
New York
$498K
PCIA
947
Prime Capital Investment Advisors
Kansas
$494K
CAI
948
Capital Advisors Inc
Oklahoma
$493K
PCS
949
Personal CFO Solutions
New Jersey
$492K
LGF
950
LGT Group Foundation
Liechtenstein
$488K