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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
DWA
1076
Delos Wealth Advisors
Texas
$22K
PCFFS
1077
Pacific Center for Financial Services
California
$22K +$23.1K +144 New
ANBT
1078
American National Bank & Trust
Texas
$20K
CQS
1079
Credential Qtrade Securities
$18.8K
CAL
1080
Capital Analysts LLC
Pennsylvania
$18K +$2.56K +16 +16%
JWA
1081
JFS Wealth Advisors
Pennsylvania
$17K -$1.44K -9 -8%
CYG
1082
Clean Yield Group
Vermont
$17K
JWM
1083
Janiczek Wealth Management
Colorado
$17K
MRCM
1084
M&R Capital Management
New Jersey
$17K
A
1085
AustralianSuper
Australia
$16.9K +$17.5M +109,026 New
HR
1086
Howe & Rusling
New York
$16K
JFA
1087
JNBA Financial Advisors
Minnesota
$16K
SOW
1088
State of Wyoming
Wyoming
$15K -$193K -1,203 -93%
DWMG
1089
DB Wealth Management Group
California
$15K
SCA
1090
Stuart Chaussee & Associates
California
$15K
ETI
1091
Enterprise Trust & Investment
California
$15K +$15.4K +96 New
FIA
1092
FNY Investment Advisers
New York
$15K +$15.7K +98 New
SC
1093
Seldon Capital
California
$14K
M
1094
MOTCO
Texas
$13K
OC
1095
Oakworth Capital
Alabama
$13K
GIA
1096
GHP Investment Advisors
Colorado
$13K +$8.97K +56 +187%
AIM
1097
Arcadia Investment Management
Michigan
$11K
CHA
1098
Carmichael Hill & Associates
Maryland
$11K
GG
1099
Gleason Group
Kentucky
$11K
TJHA
1100
Thomas J. Herzfeld Advisors
Florida
$11K