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