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
NF
951
Nvest Financial
New Hampshire
$487K
BRM
952
Boston Research & Management
Massachusetts
$486K
FAM
953
Fulcrum Asset Management
United Kingdom
$485K
QWP
954
Quotient Wealth Partners
Texas
$482K
CAG
955
Csenge Advisory Group
Florida
$479K
CWM
956
C2C Wealth Management
Arizona
$479K
JCM
957
Jacobi Capital Management
Pennsylvania
$470K
SIA
958
Soltis Investment Advisors
Utah
$469K
PPWP
959
Premier Path Wealth Partners
New Jersey
$468K
EW
960
Evoke Wealth
California
$467K
CAMG
961
CWA Asset Management Group
Florida
$466K
ANTB
962
AMG National Trust Bank
Colorado
$465K
BCB
963
Brian C. Broderick
$464K
SAI
964
Savvy Advisors Inc
New York
$463K
PCM
965
Parsons Capital Management
Rhode Island
$463K
SPC
966
Sigma Planning Corp
Michigan
$462K
MA
967
Montag & Associates
Georgia
$459K
NB
968
Nicolet Bankshares
Wisconsin
$459K
NP
969
NorthRock Partners
Minnesota
$458K
LAM
970
L2 Asset Management
Massachusetts
$457K
DWM
971
Destination Wealth Management
California
$455K
RBC
972
Roble Belko & Company
Pennsylvania
$455K
TSMHT
973
Thurston Springer Miller Herd & Titak
Indiana
$455K
MC
974
Middleton & Co
Massachusetts
$453K
FWM
975
Foguth Wealth Management
Michigan
$452K