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
PA
1026
PharVision Advisers
Florida
$361K
FIA
1027
Foundations Investment Advisors
Arizona
$361K
JTWM
1028
Jackson Thornton Wealth Management
Alabama
$359K
PVI
1029
Pine Valley Investments
New Jersey
$358K
VF
1030
Vest Financial
Virginia
$358K
TWA
1031
Talisman Wealth Advisors
New Jersey
$356K
APW
1032
Acima Private Wealth
Virginia
$356K
TBA
1033
Tower Bridge Advisors
Pennsylvania
$355K
VAG
1034
VisionPoint Advisory Group
Texas
$354K
FWP
1035
FAS Wealth Partners
Kansas
$354K
HIP
1036
HUB Investment Partners
Texas
$354K
CP
1037
CenterBook Partners
Connecticut
$354K
GAM
1038
GEM Asset Management
Michigan
$354K
MFA
1039
Mayflower Financial Advisors
Massachusetts
$352K
AA
1040
Alta Advisers
United Kingdom
$348K
MWM
1041
Maridea Wealth Management
New York
$348K
CIA
1042
Caerus Investment Advisors
Texas
$347K
LWCFA
1043
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$347K
MWM
1044
Modera Wealth Management
New Jersey
$346K
SAG
1045
SageView Advisory Group
California
$345K
WWC
1046
Waypoint Wealth Counsel
Georgia
$344K
HWMO
1047
Heritage Wealth Management (Ohio)
Ohio
$344K
OL
1048
Optas LLC
Texas
$339K
LWP
1049
LeClair Wealth Partners
Ohio
$338K
FWA
1050
FSM Wealth Advisors
Ohio
$335K