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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
UFF
1126
USA Financial Formulas
Michigan
$3K -$3.53K -22 -56%
DI
1127
Disciplined Investments
Oklahoma
$3K -$321 -2 -9%
LIM
1128
Longfellow Investment Management
Massachusetts
$3K
TFM
1129
TFC Financial Management
Massachusetts
$3K
Loomis, Sayles & Company
1130
Loomis, Sayles & Company
Massachusetts
$3K +$641 +4 +22%
GWMIA
1131
Global Wealth Management Investment Advisory
Florida
$3K +$801 +5 +42%
QC
1132
Quent Capital
New York
$3K +$1.6K +10 +111%
WWMSC
1133
Wagner Wealth Management (South Carolina)
South Carolina
$3K +$2.72K +17 New
BCPWM
1134
Bradley & Co Private Wealth Management
Florida
$3K +$3.04K +19 New
AIP
1135
Ahrens Investment Partners
Louisiana
$2K
BWM
1136
Baystate Wealth Management
Massachusetts
$2K
TCWM
1137
Total Clarity Wealth Management
Illinois
$2K +$1.92K +12 New
FGAM
1138
Financial Gravity Asset Management
Texas
$1.08K -$11.2K -70 -3%
CCM
1139
Cribstone Capital Management
Maine
$1K
MAM
1140
Marquette Asset Management
Minnesota
$1K
OLVIG
1141
Oliver Lagore Vanvalin Investment Group
Michigan
$1K +$641 +4 New
WWM
1142
Wolff Wiese Magana
California
$1K +$801 +5 New
LF
1143
Lee Financial
Texas
$1K +$962 +6 New
MBFW
1144
Morton Brown Family Wealth
Pennsylvania
$1K +$962 +6 New
TWP
1145
TFO Wealth Partners
Ohio
$1K +$1.28K +8 New
FSWA
1146
Financial Synergies Wealth Advisors
Texas
$777 +$801 +5 New
PI
1147
PEAK6 Investments
Illinois
$543 -$149K -929 -100%
Arrowstreet Capital
1148
Arrowstreet Capital
Massachusetts
-$165M -966,487 Closed
BA
1149
Bridgewater Associates
Connecticut
-$33.3M -195,565 Closed
BC
1150
Brookfield Corp
Ontario, Canada
-$20.5M -120,166 Closed