MRSH

Marsh

1,574 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, 525 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: 1,5681,574 (+6)

7% less capital invested

Capital invested by funds: $86.9B → $80.7B (-$6.27B)

18% less repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 640

Holders
1,574
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
HWMO
1051
Heritage Wealth Management (Ohio)
Ohio
$344K
OL
1052
Optas LLC
Texas
$339K
LWP
1053
LeClair Wealth Partners
Ohio
$338K
FWA
1054
FSM Wealth Advisors
Ohio
$335K
DA
1055
Dillon & Associates
Michigan
$335K
VV
1056
Verity & Verity
South Carolina
$334K
PWAM
1057
Private Wealth Asset Management
Iowa
$334K
ML
1058
Mayport LLC
Massachusetts
$334K
FMP
1059
Financial Management Professionals
Texas
$332K
KFA
1060
Kelleher Financial Advisors
New York
$330K
NHT
1061
New Hampshire Trust
New Hampshire
$330K
CGL
1062
Clarius Group LLC
Washington
$329K
SG
1063
StoneX Group
New York
$327K
CCA
1064
Childress Capital Advisors
Texas
$327K
PI
1065
PFG Investments
New York
$326K
SAM
1066
Summit Asset Management
Tennessee
$326K
NPF
1067
Norris Perne & French
Michigan
$326K
AWA
1068
AGH Wealth Advisors
Kansas
$326K
EFA
1069
Evernest Financial Advisors
Indiana
$324K
IP
1070
Ignite Planners
California
$323K
SGWP
1071
Sun Group Wealth Partners
California
$322K
TW
1072
Tempo Wealth
Ohio
$322K
FMLI
1073
Fukoku Mutual Life Insurance
Japan
$321K
EA
1074
Everpar Advisors
Oklahoma
$321K
MW
1075
Marble Wealth
Alabama
$320K