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
PMSA
976
Patrick M. Sweeney & Associates
Illinois
$519K
JWCA
977
J.W. Cole Advisors
Florida
$517K
PIA
978
Powell Investment Advisors
Florida
$516K
PSP
979
Principal Street Partners
Tennessee
$512K
ALAM
980
Asahi Life Asset Management
Japan
$512K
JHP
981
James Hambro & Partners
United Kingdom
$509K
SMF
982
Scott Marsh Financial
Utah
$508K
JFL
983
Jarislowsky, Fraser Ltd
Quebec, Canada
$508K
WANY
984
Wealthspire Advisors (New York)
New York
$507K
DOA
985
D'Orazio & Associates
Virginia
$500K
AA
986
Alta Advisers
United Kingdom
$498K
ACM
987
Advisors Capital Management
New Jersey
$492K
IWM
988
IHT Wealth Management
Illinois
$492K
BAM
989
Blueshift Asset Management
New Jersey
$492K
BAM
990
Berkshire Asset Management
Pennsylvania
$491K
IA
991
Intellus Advisors
Florida
$490K
CCP
992
Clarkston Capital Partners
Michigan
$486K
BRWA
993
B. Riley Wealth Advisors
Florida
$485K
LAM
994
L2 Asset Management
Massachusetts
$483K
FCG
995
Fielder Capital Group
Tennessee
$482K
BCM
996
Brookstone Capital Management
Illinois
$482K
AF
997
Atala Financial
California
$481K
PIM
998
Penobscot Investment Management
Massachusetts
$479K
UFF
999
USA Financial Formulas
Michigan
$478K
PCM
1000
Parsons Capital Management
Rhode Island
$475K