MRSH

Marsh

1,597 hedge funds and large institutions have $96.9B invested in Marsh in 2025 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 615 increasing their positions, 589 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

1% less funds holding

Funds holding: 1,6111,597 (-14)

9% less capital invested

Capital invested by funds: $106B → $96.9B (-$9.56B)

47% less funds holding in top 10

Funds holding in top 10: 3619 (-17)

Holders
1,597
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$154M
Puts
$123M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
951
Financial Advocates Investment Management
Washington
$560K
WKWM
952
Walter & Keenan Wealth Management
Indiana
$558K
SPC
953
Sigma Planning Corp
Michigan
$553K
MFA
954
Mayflower Financial Advisors
Massachusetts
$549K
EFA
955
Evernest Financial Advisors
Indiana
$549K
MUAMU
956
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$547K
BCB
957
Brian C. Broderick
$547K
AIM
958
Advyzon Investment Management
Illinois
$544K
WS
959
Wela Strategies
Georgia
$542K
AIP
960
ARS Investment Partners
New York
$542K
MA
961
Montag & Associates
Georgia
$541K
LGF
962
LGT Group Foundation
Liechtenstein
$541K
SWP
963
Strategic Wealth Partners
Ohio
$540K
SWAG
964
Spectrum Wealth Advisory Group
California
$537K
IA
965
IFC Advisors
California
$535K
KP
966
Keel Point
Alabama
$534K
AWM
967
Aberdeen Wealth Management
Illinois
$533K
SAW
968
Signal Advisors Wealth
Michigan
$532K
GP
969
Geneva Partners
Wisconsin
$527K
RIM
970
Reliant Investment Management
Tennessee
$527K
FWM
971
Foguth Wealth Management
Michigan
$527K
CBUSF
972
Construction & Building Unions Superannuation Fund
Australia
$525K
GCP
973
GSA Capital Partners
United Kingdom
$524K
PCA
974
Pallas Capital Advisors
Massachusetts
$522K
EHWM
975
Eads & Heald Wealth Management
Georgia
$521K