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
EHWM
1001
Eads & Heald Wealth Management
Georgia
$400K
CAU
1002
Caxton Associates (UK)
$397K
7WCP
1003
71 West Capital Partners
Massachusetts
$397K
CCWM
1004
Cassaday & Co Wealth Management
Virginia
$397K
KP
1005
Keel Point
Alabama
$392K
SHWM
1006
Smith & Howard Wealth Management
Georgia
$390K
Federated Hermes
1007
Federated Hermes
Pennsylvania
$389K
CAM
1008
Congress Asset Management
Massachusetts
$387K
JIC
1009
Joel Isaacson & Co
New York
$387K
FCG
1010
Fielder Capital Group
Tennessee
$385K
WCP
1011
Wick Capital Partners
Pennsylvania
$385K
MWM
1012
Mosley Wealth Management
California
$384K
RIM
1013
Reliant Investment Management
Tennessee
$383K
MSCM
1014
McElhenny Sheffield Capital Management
Texas
$382K
SWM
1015
Stockman Wealth Management
Montana
$379K
MIM
1016
Merrion Investment Management
New Jersey
$377K
AWM
1017
Aprio Wealth Management
Georgia
$376K
WCM
1018
Wallace Capital Management
Texas
$373K
SCI
1019
S&CO Inc
Massachusetts
$371K
HCM
1020
Hutchinson Capital Management
California
$371K
RSWM
1021
Robertson Stephens Wealth Management
California
$369K
CA
1022
Cornerstone Advisory
Maryland
$367K
RP
1023
Riverwater Partners
Wisconsin
$366K
TPA
1024
Trivium Point Advisory
Connecticut
$364K
CWP
1025
Curated Wealth Partners
California
$363K