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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
LFG
1101
Larson Financial Group
Missouri
$11K +$11.2K +70 New
RDFA
1102
Ritter Daniher Financial Advisory
Ohio
$10K
GKIM
1103
GW&K Investment Management
Massachusetts
$10K +$4.97K +31 +94%
SC
1104
Sierra Capital
Florida
$9K -$2.88K -18 -25%
CFD
1105
Creative Financial Designs
Indiana
$9K -$1.76K -11 -15%
MUMSS
1106
Mitsubishi UFJ Morgan Stanley Securities
Japan
$9K
TFA
1107
Toth Financial Advisory
Virginia
$9K +$4.01K +25 +83%
RCM
1108
Raleigh Capital Management
North Carolina
$8K
ACM
1109
AUA Capital Management
Pennsylvania
$7K
FCG
1110
Financial Connections Group
California
$7K
TCWA
1111
Ten Capital Wealth Advisors
Washington
$7K
SC
1112
Schubert & Co
Texas
$7K +$3.53K +22 +100%
CP
1113
Castleview Partners
Texas
$6.8K -$29.6K -185 -79%
AP
1114
Atwood & Palmer
Missouri
$6K -$5.77K -36 -48%
FWM
1115
Focused Wealth Management
New York
$6K
SFG
1116
Steward Financial Group
Texas
$6K +$4.17K +26 +137%
WB
1117
West Bancorporation
Iowa
$5K -$5.61K -35 -50%
LWANC
1118
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K
SC
1119
SouthState Corp
Florida
$5K
CAL
1120
Capital Advisors Ltd
Ohio
$5K +$2.24K +14 +74%
HWM
1121
Horizons Wealth Management
North Carolina
$5K +$4.49K +28 New
FPB
1122
First PREMIER Bank
South Dakota
$5K +$5.61K +35 New
COCM
1123
Charter Oak Capital Management
New Hampshire
$4K
FWA
1124
FSC Wealth Advisors
New York
$4K +$3.85K +24 New
KFI
1125
Key Financial Inc
Pennsylvania
$3K -$12.8K -80 -81%