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
QWP
951
Quotient Wealth Partners
Texas
$482K
CAG
952
Csenge Advisory Group
Florida
$479K
CWM
953
C2C Wealth Management
Arizona
$479K
JCM
954
Jacobi Capital Management
Pennsylvania
$470K
SIA
955
Soltis Investment Advisors
Utah
$469K
PPWP
956
Premier Path Wealth Partners
New Jersey
$468K
EW
957
Evoke Wealth
California
$467K
CAMG
958
CWA Asset Management Group
Florida
$466K
ANTB
959
AMG National Trust Bank
Colorado
$465K
BCB
960
Brian C. Broderick
$464K
SAI
961
Savvy Advisors Inc
New York
$463K
PCM
962
Parsons Capital Management
Rhode Island
$463K
SPC
963
Sigma Planning Corp
Michigan
$462K
MA
964
Montag & Associates
Georgia
$459K
NB
965
Nicolet Bankshares
Wisconsin
$459K
NP
966
NorthRock Partners
Minnesota
$458K
LAM
967
L2 Asset Management
Massachusetts
$457K
DWM
968
Destination Wealth Management
California
$455K
RBC
969
Roble Belko & Company
Pennsylvania
$455K
TSMHT
970
Thurston Springer Miller Herd & Titak
Indiana
$455K
MC
971
Middleton & Co
Massachusetts
$453K
FWM
972
Foguth Wealth Management
Michigan
$452K
AWM
973
Aberdeen Wealth Management
Illinois
$452K
TC
974
Trust Company
Kansas
$445K
JAG
975
Journey Advisory Group
Kentucky
$444K