MRSH

Marsh

1,574 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, 525 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: 1,5681,574 (+6)

7% less capital invested

Capital invested by funds: $86.9B → $80.7B (-$6.27B)

18% less repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 640

Holders
1,574
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
LJHT
1101
Laurie J. Hall Trustee
$299K
MSFP
1102
Mark Sheptoff Financial Planning
Connecticut
$299K
TC
1103
TFR Capital
Texas
$298K
PHAM
1104
Palisades Hudson Asset Management
Florida
$298K
GM
1105
GeoWealth Management
Illinois
$298K
MA
1106
MCF Advisors
Kentucky
$298K
EB
1107
Eastern Bank
Massachusetts
$297K
LGWM
1108
Litman Gregory Wealth Management
California
$295K
CAM
1109
Chesapeake Asset Management
New York
$294K
DA
1110
Detalus Advisors
Missouri
$293K
DJSG
1111
D.J. St. Germain
Massachusetts
$289K
TWA
1112
TCI Wealth Advisors
Arizona
$288K
SW
1113
SlateStone Wealth
Florida
$287K
EL
1114
EWA LLC
Pennsylvania
$286K
NRC
1115
New Republic Capital
North Carolina
$286K
IA
1116
IFC Advisors
California
$286K
SFS
1117
Stiles Financial Services
Minnesota
$285K
CA
1118
Claro Advisors
Massachusetts
$285K
AP
1119
Advisors Preferred
Maryland
$284K
TA
1120
TFB Advisors
Kansas
$284K
JESC
1121
J.E. Simmons & Co
Texas
$283K
FFP
1122
FourThought Financial Partners
Florida
$282K
IGAM
1123
iA Global Asset Management
Quebec, Canada
$282K
DW30
1124
Drucker Wealth 3.0
New Jersey
$282K
RWM
1125
Revisor Wealth Management
Ohio
$281K