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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
AF
1051
Allworth Financial
California
$37K -$67.3K -420 -64%
PSB
1052
Piscataqua Savings Bank
New Hampshire
$36K
Jones Financial Companies
1053
Jones Financial Companies
Missouri
$35K -$26.4K -165 -43%
EARNEST Partners
1054
EARNEST Partners
Georgia
$34K
MCM
1055
MV Capital Management
Maryland
$34K +$9.78K +61 +38%
AP
1056
Arlington Partners
Alabama
$33K
TFS
1057
TrustCore Financial Services
Tennessee
$33K
NL
1058
NVWM LLC
Pennsylvania
$33K +$33.7K +210 New
ST
1059
Sageworth Trust
Pennsylvania
$32K
NFSG
1060
Newbridge Financial Services Group
Florida
$32K +$3.21K +20 +11%
EW
1061
Evoke Wealth
California
$32K +$5.77K +36 +21%
FBT
1062
First Bank & Trust
South Dakota
$31K
SIS
1063
Sound Income Strategies
Florida
$31K
FCA
1064
FinTrust Capital Advisors
South Carolina
$30K +$20.5K +128 +206%
BIA
1065
Bell Investment Advisors
California
$30K +$31.1K +194 New
CA
1066
CoreCap Advisors
Michigan
$30K +$31.4K +196 New
FFC
1067
First Financial Corp
Indiana
$29K +$13.9K +87 +84%
ACA
1068
Atlas Capital Advisors
Wyoming
$28.7K
TFP
1069
Tilia Fiduciary Partners
North Carolina
$28K
NC
1070
NewSquare Capital
Pennsylvania
$27K -$3.6M -22,453 -99%
AS
1071
Altshuler Shaham
Israel
$27K -$81.3K -507 -75%
AWM
1072
Atticus Wealth Management
Florida
$27K +$27.7K +173 New
CH
1073
Canton Hathaway
Rhode Island
$25K +$26.3K +164 New
SIC
1074
Salem Investment Counselors
North Carolina
$24K +$24.8K +155 New
BWA
1075
BDO Wealth Advisors
Florida
$23K