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
AP
1101
Advisors Preferred
Maryland
$367K
AC
1102
ASB Consultores
Florida
$366K
KC
1103
Kinloch Capital
Virginia
$366K
PWAM
1104
Private Wealth Asset Management
Iowa
$365K
SRL
1105
Scientech Research LLC
New Jersey
$364K
WS
1106
Wedbush Securities
California
$363K
MWA
1107
Meridian Wealth Advisors
Texas
$361K
RW
1108
RVW Wealth
California
$359K
TPW
1109
Talon Private Wealth
Florida
$359K
RCA
1110
Resonant Capital Advisors
Wisconsin
$358K
WPW
1111
Waldron Private Wealth
Pennsylvania
$356K
RCAG
1112
Rehmann Capital Advisory Group
Michigan
$355K
RMDI
1113
R.M. Davis Inc
Maine
$354K
LFG
1114
Lockerman Financial Group
California
$354K
BA
1115
Bellwether Advisors
Nebraska
$353K
LJHT
1116
Laurie J. Hall Trustee
$352K
MSFP
1117
Mark Sheptoff Financial Planning
Connecticut
$352K
PHAM
1118
Palisades Hudson Asset Management
Florida
$351K
SI
1119
Sava Infond
Slovenia
$350K
VCA
1120
Verdence Capital Advisors
Maryland
$348K
TWA
1121
TCI Wealth Advisors
Arizona
$347K
LGWM
1122
Litman Gregory Wealth Management
California
$347K
GM
1123
GeoWealth Management
Illinois
$346K
CAM
1124
Carret Asset Management
New York
$345K
CM
1125
Capital Management
Virginia
$345K