MRSH

Marsh

1,574 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, 525 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: 1,5681,574 (+6)

7% less capital invested

Capital invested by funds: $86.9B → $80.7B (-$6.27B)

18% less repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 640

Holders
1,574
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
FWM
976
Foguth Wealth Management
Michigan
$452K
AWM
977
Aberdeen Wealth Management
Illinois
$452K
TC
978
Trust Company
Kansas
$445K
JAG
979
Journey Advisory Group
Kentucky
$444K
ECM
980
Evergreen Capital Management
Washington
$442K
KF
981
Krilogy Financial
Missouri
$442K
PIA
982
Powell Investment Advisors
Florida
$438K
TPI
983
Trust Point Inc
Wisconsin
$435K
ACM
984
Andina Capital Management
Utah
$433K
AT
985
Avalon Trust
New Mexico
$430K
GWM
986
Goldenstone Wealth Management
California
$426K
PA
987
Procyon Advisors
Connecticut
$423K
JFG
988
Jefferies Financial Group
New York
$417K
IA
989
Intellus Advisors
Florida
$416K
GAM
990
Groupama Asset Management
France
$415K
FMI
991
Frec Markets Inc
California
$414K
AIP
992
ARS Investment Partners
New York
$413K
CCP
993
Clarkston Capital Partners
Michigan
$413K
FC
994
Financial Consulate
Maryland
$411K
WKWM
995
Walter & Keenan Wealth Management
Indiana
$410K
CWM
996
Calamos Wealth Management
Illinois
$409K
GWANC
997
Guardian Wealth Advisors (North Carolina)
North Carolina
$406K
LC
998
Lawood & Co
Pennsylvania
$406K
Fisher Asset Management
999
Fisher Asset Management
Washington
$404K
SF
1000
Sun Financial
Utah
$404K