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
GM
1101
GeoWealth Management
Illinois
$298K
MA
1102
MCF Advisors
Kentucky
$298K
EB
1103
Eastern Bank
Massachusetts
$297K
LGWM
1104
Litman Gregory Wealth Management
California
$295K
CAM
1105
Chesapeake Asset Management
New York
$294K
DA
1106
Detalus Advisors
Missouri
$293K
DJSG
1107
D.J. St. Germain
Massachusetts
$289K
TWA
1108
TCI Wealth Advisors
Arizona
$288K
SW
1109
SlateStone Wealth
Florida
$287K
EL
1110
EWA LLC
Pennsylvania
$286K
NRC
1111
New Republic Capital
North Carolina
$286K
IA
1112
IFC Advisors
California
$286K
SFS
1113
Stiles Financial Services
Minnesota
$285K
CA
1114
Claro Advisors
Massachusetts
$285K
AP
1115
Advisors Preferred
Maryland
$284K
TA
1116
TFB Advisors
Kansas
$284K
JESC
1117
J.E. Simmons & Co
Texas
$283K
FFP
1118
FourThought Financial Partners
Florida
$282K
IGAM
1119
iA Global Asset Management
Quebec, Canada
$282K
DW30
1120
Drucker Wealth 3.0
New Jersey
$282K
RWM
1121
Revisor Wealth Management
Ohio
$281K
GIA
1122
Gladstone Institutional Advisory
Florida
$281K
DWP
1123
Daymark Wealth Partners
Ohio
$281K
PCM
1124
Prelude Capital Management
New York
$281K
DWM
1125
Drive Wealth Management
Utah
$279K