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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
HFS
1001
Heritage Financial Services
Massachusetts
$108K +$112K +700 New
TFGT
1002
TS Financial Group (TSFG)
Illinois
$107K
VC
1003
Vestor Capital
Illinois
$106K
MA
1004
MCF Advisors
Kentucky
$102K +$99K +618 +1,545%
Q
1005
QVR
California
$101K +$104K +649 New
CFO
1006
CVA Family Office
Colorado
$100K -$49.7K -310 -32%
BWL
1007
Bogart Wealth LLC
Virginia
$97K
TF
1008
Tompkins Financial
New York
$96K
MGIM
1009
M&G Investment Management
United Kingdom
$94.9K +$44.7M +278,639 +83%
MHR
1010
Matthew Hamilton Rosenberg
$92K
GI
1011
Gradient Investments
Minnesota
$87K +$20.8K +130 +30%
Bank of Montreal
1012
Bank of Montreal
Ontario, Canada
$85.5K -$1.8M -11,234 -2%
SBL
1013
Sargent Bickham Lagudis
Colorado
$84K +$29K +181 +50%
TSWM
1014
Tyler-Stone Wealth Management
Ohio
$83K
PAI
1015
Pittenger & Anderson Inc
Nebraska
$78K
SC
1016
Solstein Capital
California
$78K
IAMOG
1017
Investors Asset Management of Georgia
Georgia
$78K +$80.1K +500 New
IRC
1018
Investors Research Corp
Georgia
$77K +$46K +287 +139%
EBA
1019
Eagle Bay Advisors
New York
$75K +$77.4K +483 New
AA
1020
Ancora Advisors
Ohio
$74K +$76.3K +476 New
AA
1021
Addison Advisors
Vermont
$70K
ICM
1022
Islay Capital Management
Texas
$70K
JGIA
1023
Jackson Grant Investment Advisers
Connecticut
$69K +$321 +2 +0.5%
PFGIA
1024
Patriot Financial Group Insurance Agency
Massachusetts
$68K +$1.6K +10 +2%
TCOV
1025
Trust Company of Vermont
Vermont
$68K +$70.2K +438 New