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
OL
1051
Optas LLC
Texas
$339K
LWP
1052
LeClair Wealth Partners
Ohio
$338K
FWA
1053
FSM Wealth Advisors
Ohio
$335K
DA
1054
Dillon & Associates
Michigan
$335K
VV
1055
Verity & Verity
South Carolina
$334K
PWAM
1056
Private Wealth Asset Management
Iowa
$334K
ML
1057
Mayport LLC
Massachusetts
$334K
FMP
1058
Financial Management Professionals
Texas
$332K
KFA
1059
Kelleher Financial Advisors
New York
$330K
NHT
1060
New Hampshire Trust
New Hampshire
$330K
CGL
1061
Clarius Group LLC
Washington
$329K
SG
1062
StoneX Group
New York
$327K
CCA
1063
Childress Capital Advisors
Texas
$327K
PI
1064
PFG Investments
New York
$326K
SAM
1065
Summit Asset Management
Tennessee
$326K
NPF
1066
Norris Perne & French
Michigan
$326K
AWA
1067
AGH Wealth Advisors
Kansas
$326K
EFA
1068
Evernest Financial Advisors
Indiana
$324K
IP
1069
Ignite Planners
California
$323K
SGWP
1070
Sun Group Wealth Partners
California
$322K
TW
1071
Tempo Wealth
Ohio
$322K
FMLI
1072
Fukoku Mutual Life Insurance
Japan
$321K
EA
1073
Everpar Advisors
Oklahoma
$321K
MW
1074
Marble Wealth
Alabama
$320K
AWM
1075
Avior Wealth Management
Nebraska
$319K