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
ECM
976
Evergreen Capital Management
Washington
$442K
KF
977
Krilogy Financial
Missouri
$442K
PIA
978
Powell Investment Advisors
Florida
$438K
TPI
979
Trust Point Inc
Wisconsin
$435K
ACM
980
Andina Capital Management
Utah
$433K
AT
981
Avalon Trust
New Mexico
$430K
GWM
982
Goldenstone Wealth Management
California
$426K
PA
983
Procyon Advisors
Connecticut
$423K
JFG
984
Jefferies Financial Group
New York
$417K
IA
985
Intellus Advisors
Florida
$416K
GAM
986
Groupama Asset Management
France
$415K
FMI
987
Frec Markets Inc
California
$414K
AIP
988
ARS Investment Partners
New York
$413K
CCP
989
Clarkston Capital Partners
Michigan
$413K
FC
990
Financial Consulate
Maryland
$411K
WKWM
991
Walter & Keenan Wealth Management
Indiana
$410K
CWM
992
Calamos Wealth Management
Illinois
$409K
GWANC
993
Guardian Wealth Advisors (North Carolina)
North Carolina
$406K
LC
994
Lawood & Co
Pennsylvania
$406K
Fisher Asset Management
995
Fisher Asset Management
Washington
$404K
SF
996
Sun Financial
Utah
$404K
EHWM
997
Eads & Heald Wealth Management
Georgia
$400K
CAU
998
Caxton Associates (UK)
$397K
7WCP
999
71 West Capital Partners
Massachusetts
$397K
CCWM
1000
Cassaday & Co Wealth Management
Virginia
$397K