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
ML
1076
Mayport LLC
Massachusetts
$388K
FDCP
1077
Foster Dykema Cabot & Partners
Massachusetts
$386K
SWA
1078
Stratos Wealth Advisors
Ohio
$385K
NPF
1079
Norris Perne & French
Michigan
$384K
FC
1080
FORA Capital
Florida
$383K
PI
1081
PFG Investments
New York
$383K
DAS
1082
Dynamic Advisor Solutions
Arizona
$382K
FWA
1083
FSM Wealth Advisors
Ohio
$380K
TW
1084
TritonPoint Wealth
Maryland
$379K
RIL
1085
Rothschild Investment LLC
Illinois
$377K
Fisher Asset Management
1086
Fisher Asset Management
Washington
$376K
DWP
1087
Daymark Wealth Partners
Ohio
$375K
SWM
1088
SeaCrest Wealth Management
New York
$375K
CPIG
1089
Chicago Partners Investment Group
Illinois
$374K
RMCM
1090
Reynders McVeigh Capital Management
Massachusetts
$374K
DWA
1091
Douglass Winthrop Advisors
New York
$373K
MA
1092
MCF Advisors
Kentucky
$373K
IGAM
1093
iA Global Asset Management
Quebec, Canada
$372K
AAMC
1094
Asset Allocation & Management Company
Illinois
$372K
JAG
1095
Journey Advisory Group
Kentucky
$372K
IP
1096
Investment Partners
Ohio
$371K
CBB
1097
Citizens Business Bank
California
$369K
GLA
1098
Great Lakes Advisors
Illinois
$368K
UB
1099
Umpqua Bank
Oregon
$368K
GWM
1100
Geneos Wealth Management
Colorado
$368K