MRSH

Marsh

1,562 hedge funds and large institutions have $80.4B invested in Marsh in 2025 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 520 increasing their positions, 641 reducing their positions, and 167 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% less funds holding

Funds holding: 1,5661,562 (-4)

8% less capital invested

Capital invested by funds: $86.9B → $80.4B (-$6.52B)

19% less repeat investments, than reductions

Existing positions increased: 520 | Existing positions reduced: 641

Holders
1,562
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
GWA
1076
Gratus Wealth Advisors
Virginia
$315K
AHB
1077
Abner Herrman & Brock
New Jersey
$314K
IP
1078
Indivisible Partners
Florida
$313K
RMCM
1079
Reynders McVeigh Capital Management
Massachusetts
$313K
CBB
1080
Citizens Business Bank
California
$313K
BA
1081
Bellwether Advisors
Nebraska
$311K
CFP
1082
Catalyst Financial Partners
Massachusetts
$311K
EVL
1083
EJMK Ventures LLC
Illinois
$311K
FHC
1084
First Horizon Corporation
Tennessee
$310K
RW
1085
RVW Wealth
California
$309K
B
1086
Bailard
California
$309K
IP
1087
Investment Partners
Ohio
$308K
LFA
1088
Legacy Financial Advisors
Kentucky
$308K
MWA
1089
Meridian Wealth Advisors
Texas
$307K
PIM
1090
Penobscot Investment Management
Massachusetts
$307K
UB
1091
Umpqua Bank
Oregon
$306K
SWM
1092
SeaCrest Wealth Management
New York
$306K
WPW
1093
Waldron Private Wealth
Pennsylvania
$302K
CCP
1094
Cane Capital Partners
Louisiana
$301K
HWP
1095
Hibernia Wealth Partners
Louisiana
$300K
RMDI
1096
R.M. Davis Inc
Maine
$300K
LJHT
1097
Laurie J. Hall Trustee
$299K
MSFP
1098
Mark Sheptoff Financial Planning
Connecticut
$299K
TC
1099
TFR Capital
Texas
$298K
PHAM
1100
Palisades Hudson Asset Management
Florida
$298K