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
BAM
1001
BTS Asset Management
Massachusetts
$473K
PA
1002
Procyon Advisors
Connecticut
$472K
EC
1003
EntryPoint Capital
New York
$470K
CCWM
1004
Cassaday & Co Wealth Management
Virginia
$469K
EA
1005
Everpar Advisors
Oklahoma
$468K
WFA
1006
WestHill Financial Advisors
California
$466K
MG
1007
Mather Group
Illinois
$466K
EB
1008
Eastern Bank
Massachusetts
$465K
TBA
1009
Tower Bridge Advisors
Pennsylvania
$464K
AAP
1010
Arax Advisory Partners
Colorado
$463K
SHWM
1011
Smith & Howard Wealth Management
Georgia
$459K
MWM
1012
Modera Wealth Management
New Jersey
$459K
TCWA
1013
Turtle Creek Wealth Advisors
Texas
$457K
CAM
1014
Congress Asset Management
Massachusetts
$456K
ACM
1015
Andina Capital Management
Utah
$456K
CA
1016
Cornerstone Advisory
Maryland
$451K
GLA
1017
Good Life Advisors
Pennsylvania
$450K
CG
1018
Cynosure Group
Utah
$448K
TWA
1019
Talisman Wealth Advisors
New Jersey
$448K
SWM
1020
Stockman Wealth Management
Montana
$447K
KIG
1021
Kessler Investment Group
Indiana
$446K
SAI
1022
Savvy Advisors Inc
New York
$446K
LFA
1023
Legacy Financial Advisors
Kentucky
$444K
MIM
1024
Merrion Investment Management
New Jersey
$444K
TC
1025
TownSquare Capital
Utah
$440K