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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
WPW
951
Waldron Private Wealth
Pennsylvania
$206K +$213K +1,331 New
WFA
952
WestHill Financial Advisors
California
$204K -$3.04K -19 -1%
MAM
953
Magellan Asset Management
Australia
$203K -$13K -81 -6%
DOA
954
D'Orazio & Associates
Virginia
$203K +$209K +1,306 New
JF
955
Jump Financial
Illinois
$203K +$209K +1,306 New
GFP
956
Gryphon Financial Partners
Ohio
$203K +$210K +1,312 New
FA
957
Fermata Advisors
California
$202K -$27.2K -170 -12%
EHC
958
Everett Harris & Co
California
$202K +$208K +1,300 New
CCMG
959
Clark Capital Management Group
Pennsylvania
$201K -$23.4K -146 -10%
IBOK
960
Independence Bank of Kentucky
Kentucky
$201K -$3.21K -20 -2%
BEI
961
Benjamin Edwards Inc
Missouri
$201K +$28.8K +180 +16%
FF
962
FourThought Financial
Florida
$200K -$36.5K -228 -15%
OWP
963
Obermeyer Wealth Partners
Colorado
$200K +$6.41K +40 +3%
FMII
964
Farmers & Merchants Investments Inc
Nebraska
$198K
PWMG
965
Prestige Wealth Management Group
New Jersey
$195K +$53.7K +335 +36%
PFS
966
Prospera Financial Services
Texas
$191K -$25.5K -159 -11%
HIA
967
Harbor Investment Advisory
Maryland
$190K
TAIM
968
TD Ameritrade Investment Management
Nebraska
$188K -$29.2K -182 -13%
ETC
969
Exchange Traded Concepts
Oklahoma
$187K +$45.8K +286 +31%
LPIC
970
LeJeune Puetz Investment Counsel
Michigan
$181K
CCM
971
Covington Capital Management
California
$169K +$3.04K +19 +2%
GC
972
Garde Capital
Washington
$166K
FDCC
973
Foster Dykema Cabot & Co
Massachusetts
$166K +$171K +1,068 New
SSG
974
Summit Securities Group
New York
$163K +$135K +845 +408%
ASBI
975
American State Bank (Iowa)
Iowa
$161K