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
AWM
976
Aberdeen Wealth Management
Illinois
$452K
TC
977
Trust Company
Kansas
$445K
JAG
978
Journey Advisory Group
Kentucky
$444K
ECM
979
Evergreen Capital Management
Washington
$442K
KF
980
Krilogy Financial
Missouri
$442K
PIA
981
Powell Investment Advisors
Florida
$438K
TPI
982
Trust Point Inc
Wisconsin
$435K
ACM
983
Andina Capital Management
Utah
$433K
AT
984
Avalon Trust
New Mexico
$430K
GWM
985
Goldenstone Wealth Management
California
$426K
PA
986
Procyon Advisors
Connecticut
$423K
JFG
987
Jefferies Financial Group
New York
$417K
IA
988
Intellus Advisors
Florida
$416K
GAM
989
Groupama Asset Management
France
$415K
FMI
990
Frec Markets Inc
California
$414K
AIP
991
ARS Investment Partners
New York
$413K
CCP
992
Clarkston Capital Partners
Michigan
$413K
FC
993
Financial Consulate
Maryland
$411K
WKWM
994
Walter & Keenan Wealth Management
Indiana
$410K
CWM
995
Calamos Wealth Management
Illinois
$409K
GWANC
996
Guardian Wealth Advisors (North Carolina)
North Carolina
$406K
LC
997
Lawood & Co
Pennsylvania
$406K
Fisher Asset Management
998
Fisher Asset Management
Washington
$404K
SF
999
Sun Financial
Utah
$404K
EHWM
1000
Eads & Heald Wealth Management
Georgia
$400K