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
KP
1001
Keel Point
Alabama
$392K
SHWM
1002
Smith & Howard Wealth Management
Georgia
$390K
Federated Hermes
1003
Federated Hermes
Pennsylvania
$389K
CAM
1004
Congress Asset Management
Massachusetts
$387K
JIC
1005
Joel Isaacson & Co
New York
$387K
FCG
1006
Fielder Capital Group
Tennessee
$385K
WCP
1007
Wick Capital Partners
Pennsylvania
$385K
MWM
1008
Mosley Wealth Management
California
$384K
RIM
1009
Reliant Investment Management
Tennessee
$383K
MSCM
1010
McElhenny Sheffield Capital Management
Texas
$382K
SWM
1011
Stockman Wealth Management
Montana
$379K
MIM
1012
Merrion Investment Management
New Jersey
$377K
AWM
1013
Aprio Wealth Management
Georgia
$376K
WCM
1014
Wallace Capital Management
Texas
$373K
SCI
1015
S&CO Inc
Massachusetts
$371K
HCM
1016
Hutchinson Capital Management
California
$371K
RSWM
1017
Robertson Stephens Wealth Management
California
$369K
CA
1018
Cornerstone Advisory
Maryland
$367K
RP
1019
Riverwater Partners
Wisconsin
$366K
TPA
1020
Trivium Point Advisory
Connecticut
$364K
CWP
1021
Curated Wealth Partners
California
$363K
CFG
1022
CKW Financial Group
Hawaii
$363K
NFC
1023
Northstar Financial Companies
Pennsylvania
$362K
MWM
1024
M3 Wealth Management
Ohio
$362K
NL
1025
NWAM LLC
Washington
$362K