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
Capstone Investment Advisors
1026
Capstone Investment Advisors
New York
$438K
HCM
1027
Hutchinson Capital Management
California
$437K
KCM
1028
Kornitzer Capital Management
Kansas
$437K
RFN
1029
RDA Financial Network
Iowa
$437K
SCI
1030
S&CO Inc
Massachusetts
$437K
OL
1031
Optas LLC
Texas
$437K
FMLI
1032
Fukoku Mutual Life Insurance
Japan
$434K
KCM
1033
Kanawha Capital Management
Virginia
$433K
TPI
1034
Trust Point Inc
Wisconsin
$432K
Koshinski Asset Management
1035
Koshinski Asset Management
Illinois
$431K
WCM
1036
Wallace Capital Management
Texas
$429K
GWA
1037
Gratus Wealth Advisors
Virginia
$425K
NFC
1038
Northstar Financial Companies
Pennsylvania
$424K
CFG
1039
CKW Financial Group
Hawaii
$424K
ECM
1040
Evergreen Capital Management
Washington
$424K
PFBT
1041
Parkside Financial Bank & Trust
Missouri
$424K
SWP
1042
Stratos Wealth Partners
Ohio
$422K
OCG
1043
Opus Capital Group
Ohio
$421K
JCM
1044
Jacobi Capital Management
Pennsylvania
$418K
JIC
1045
Joel Isaacson & Co
New York
$416K
CFP
1046
Catalyst Financial Partners
Massachusetts
$415K
AWM
1047
Avior Wealth Management
Nebraska
$414K
APW
1048
Acima Private Wealth
Virginia
$411K
WCA
1049
Westover Capital Advisors
Delaware
$410K
GIA
1050
Gladstone Institutional Advisory
Florida
$409K