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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
GEA
1026
Glen Eagle Advisors
New Jersey
$66K
AWM
1027
Avior Wealth Management
Nebraska
$64K +$160 +1 +0.2%
LC
1028
Lindbrook Capital
California
$64K +$16.5K +103 +34%
EIP
1029
Ellis Investment Partners
Pennsylvania
$63K
BSB
1030
Bangor Savings Bank
Maine
$63K +$64.7K +404 New
PCTC
1031
Perkins Coie Trust Company
Washington
$61K -$19.1K -119 -23%
CCA
1032
Column Capital Advisors
Indiana
$61K
FHA
1033
First Horizon Advisors
Tennessee
$60K -$16.7K -104 -21%
VCM
1034
Versant Capital Management
Arizona
$59K
TWA
1035
TCI Wealth Advisors
Arizona
$58K +$32.1K +200 +116%
SCM
1036
Silvant Capital Management
Georgia
$56K
KA
1037
Kozak & Associates
Colorado
$55K +$160 +1 +0.3%
BCMLT
1038
Beacon Capital Management LLC (Tennessee)
Tennessee
$51K
CAC
1039
Core Alternative Capital
Georgia
$50K +$5.61K +35 +12%
HWM
1040
HighMark Wealth Management
Minnesota
$48K
DAC
1041
Dividend Assets Capital
South Carolina
$47K
OIS
1042
Okabena Investment Services
Minnesota
$47K
SSB
1043
Sandy Spring Bank
Maryland
$47K
TIM
1044
Tortoise Investment Management
New York
$47K +$7.21K +45 +17%
CA
1045
Crewe Advisors
Utah
$47K +$48.4K +302 New
MWM
1046
Mascoma Wealth Management
New Hampshire
$46K +$321 +2 +0.7%
JFGIW
1047
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43K
HDIM
1048
Hanson & Doremus Investment Management
Vermont
$39K
CTB
1049
Country Trust Bank
Illinois
$38K -$5.45K -34 -12%
FMP
1050
Financial Management Professionals
Texas
$38K +$22.9K +143 +142%