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
NFC
1026
Northstar Financial Companies
Pennsylvania
$362K
MWM
1027
M3 Wealth Management
Ohio
$362K
NL
1028
NWAM LLC
Washington
$362K
PA
1029
PharVision Advisers
Florida
$361K
FIA
1030
Foundations Investment Advisors
Arizona
$361K
JTWM
1031
Jackson Thornton Wealth Management
Alabama
$359K
PVI
1032
Pine Valley Investments
New Jersey
$358K
VF
1033
Vest Financial
Virginia
$358K
TWA
1034
Talisman Wealth Advisors
New Jersey
$356K
APW
1035
Acima Private Wealth
Virginia
$356K
TBA
1036
Tower Bridge Advisors
Pennsylvania
$355K
VAG
1037
VisionPoint Advisory Group
Texas
$354K
FWP
1038
FAS Wealth Partners
Kansas
$354K
HIP
1039
HUB Investment Partners
Texas
$354K
CP
1040
CenterBook Partners
Connecticut
$354K
GAM
1041
GEM Asset Management
Michigan
$354K
MFA
1042
Mayflower Financial Advisors
Massachusetts
$352K
AA
1043
Alta Advisers
United Kingdom
$348K
MWM
1044
Maridea Wealth Management
New York
$348K
CIA
1045
Caerus Investment Advisors
Texas
$347K
LWCFA
1046
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$347K
MWM
1047
Modera Wealth Management
New Jersey
$346K
SAG
1048
SageView Advisory Group
California
$345K
WWC
1049
Waypoint Wealth Counsel
Georgia
$344K
HWMO
1050
Heritage Wealth Management (Ohio)
Ohio
$344K