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
QIM
1051
Quantitative Investment Management
Virginia
$408K
NAM
1052
NorthCrest Asset Manangement
Minnesota
$407K
CI
1053
Corient IA
Florida
$407K
TC
1054
TFR Capital
Texas
$406K
WCWM
1055
Willow Creek Wealth Management
California
$405K
CAU
1056
Caxton Associates (UK)
$405K
HWMO
1057
Heritage Wealth Management (Ohio)
Ohio
$405K
TI
1058
TrueMark Investments
Illinois
$405K
GC
1059
Gilbert & Cook
Iowa
$404K
FMP
1060
Financial Management Professionals
Texas
$403K
AWA
1061
AGH Wealth Advisors
Kansas
$401K
RWM
1062
Revisor Wealth Management
Ohio
$401K
HI
1063
Harbour Investments
Wisconsin
$399K
DA
1064
Dillon & Associates
Michigan
$398K
LWP
1065
LeClair Wealth Partners
Ohio
$398K
GWANC
1066
Guardian Wealth Advisors (North Carolina)
North Carolina
$396K
EW
1067
Evoke Wealth
California
$396K
DWM
1068
Dogwood Wealth Management
Kansas
$395K
IFU
1069
iSAM Funds (UK)
United Kingdom
$394K
PAS
1070
Point72 Asia (Singapore)
Singapore
$393K
EL
1071
EWA LLC
Pennsylvania
$391K
VAG
1072
VisionPoint Advisory Group
Texas
$391K
AWM
1073
Angeles Wealth Management
California
$390K
NHT
1074
New Hampshire Trust
New Hampshire
$389K
KFA
1075
Kelleher Financial Advisors
New York
$389K