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
DA
1051
Dillon & Associates
Michigan
$335K
VV
1052
Verity & Verity
South Carolina
$334K
PWAM
1053
Private Wealth Asset Management
Iowa
$334K
ML
1054
Mayport LLC
Massachusetts
$334K
FMP
1055
Financial Management Professionals
Texas
$332K
KFA
1056
Kelleher Financial Advisors
New York
$330K
NHT
1057
New Hampshire Trust
New Hampshire
$330K
CGL
1058
Clarius Group LLC
Washington
$329K
SG
1059
StoneX Group
New York
$327K
CCA
1060
Childress Capital Advisors
Texas
$327K
PI
1061
PFG Investments
New York
$326K
SAM
1062
Summit Asset Management
Tennessee
$326K
NPF
1063
Norris Perne & French
Michigan
$326K
AWA
1064
AGH Wealth Advisors
Kansas
$326K
EFA
1065
Evernest Financial Advisors
Indiana
$324K
IP
1066
Ignite Planners
California
$323K
SGWP
1067
Sun Group Wealth Partners
California
$322K
TWL
1068
Tempo Wealth, LLC
Ohio
$322K
FMLI
1069
Fukoku Mutual Life Insurance
Japan
$321K
EA
1070
Everpar Advisors
Oklahoma
$321K
MW
1071
Marble Wealth
Alabama
$320K
AWM
1072
Avior Wealth Management
Nebraska
$319K
DWA
1073
Douglass Winthrop Advisors
New York
$317K
DMBA
1074
Deseret Mutual Benefit Administrators
Utah
$316K
DAS
1075
Dynamic Advisor Solutions
Arizona
$316K