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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
CWP
976
Concord Wealth Partners
Virginia
$156K -$2.88K -18 -2%
PMFA
977
Plante Moran Financial Advisors
Michigan
$156K +$962 +6 +0.6%
DWA
978
Dougherty Wealth Advisers
Minnesota
$153K
HCP
979
Hexagon Capital Partners
Arkansas
$152K +$7.05K +44 +5%
TF
980
TimeScale Financial
Massachusetts
$152K +$107K +668 +217%
SWM
981
Spire Wealth Management
Virginia
$150K -$86.9K -542 -36%
MPWT
982
MassMutual Private Wealth & Trust
Connecticut
$150K +$641 +4 +0.4%
BWM
983
BerganKDV Wealth Management
Minnesota
$147K
CTC
984
Central Trust Company
Missouri
$144K +$21.6K +135 +17%
ARMC
985
American Research & Management Company
Massachusetts
$142K
C
986
Covestor
United Kingdom
$142K
RTC
987
Riverview Trust Company
Washington
$142K +$18.1K +113 +14%
KLWA
988
Kelly Lawrence W & Associates
California
$140K
WB
989
Webster Bank
Connecticut
$139K
PCG
990
Private Capital Group
Connecticut
$135K -$43.9K -274 -24%
FPS
991
Fieldpoint Private Securities
Connecticut
$134K -$1.51M -9,422 -92%
WTA
992
Washington Trust Advisors
Massachusetts
$133K
FAM
993
Fred Alger Management
New York
$129K -$11.2K -70 -8%
CCM
994
Chilton Capital Management
Texas
$127K +$131K +818 New
KFS
995
Kelly Financial Services
Massachusetts
$127K
GWM
996
Geneos Wealth Management
Colorado
$125K -$9.13K -57 -7%
HI
997
Harbour Investments
Wisconsin
$122K +$126K +785 New
BCM
998
Bourgeon Capital Management
Connecticut
$119K
PFBT
999
Parkside Financial Bank & Trust
Missouri
$113K +$16.3K +102 +16%
HNWAG
1000
High Net Worth Advisory Group
Florida
$111K