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
DWA
1076
Douglass Winthrop Advisors
New York
$317K
DMBA
1077
Deseret Mutual Benefit Administrators
Utah
$316K
DAS
1078
Dynamic Advisor Solutions
Arizona
$316K
GWA
1079
Gratus Wealth Advisors
Virginia
$315K
AHB
1080
Abner Herrman & Brock
New Jersey
$314K
IP
1081
Indivisible Partners
Florida
$313K
RMCM
1082
Reynders McVeigh Capital Management
Massachusetts
$313K
CBB
1083
Citizens Business Bank
California
$313K
BA
1084
Bellwether Advisors
Nebraska
$311K
CFP
1085
Catalyst Financial Partners
Massachusetts
$311K
EV
1086
EJMK Ventures
Illinois
$311K
FHC
1087
First Horizon Corporation
Tennessee
$310K
RW
1088
RVW Wealth
California
$309K
B
1089
Bailard
California
$309K
IP
1090
Investment Partners
Ohio
$308K
LFA
1091
Legacy Financial Advisors
Kentucky
$308K
MWA
1092
Meridian Wealth Advisors
Texas
$307K
PIM
1093
Penobscot Investment Management
Massachusetts
$307K
UB
1094
Umpqua Bank
Oregon
$306K
SWM
1095
SeaCrest Wealth Management
New York
$306K
WPW
1096
Waldron Private Wealth
Pennsylvania
$302K
CCP
1097
Cane Capital Partners
Louisiana
$301K
HWP
1098
Hibernia Wealth Partners
Louisiana
$300K
RMDI
1099
R.M. Davis Inc
Maine
$300K
LJHT
1100
Laurie J. Hall Trustee
$299K