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