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
DA
1126
Detalus Advisors
Missouri
$345K
CCA
1127
Childress Capital Advisors
Texas
$345K
VC
1128
Veracity Capital
Georgia
$345K
RBC
1129
Roble Belko & Company
Pennsylvania
$342K
OF
1130
Optimize Financial
California
$342K
DMBA
1131
Deseret Mutual Benefit Administrators
Utah
$338K
DJSG
1132
D.J. St. Germain
Massachusetts
$338K
AFT
1133
Alpha Family Trust
California
$338K
SFS
1134
Stiles Financial Services
Minnesota
$335K
B
1135
Bailard
California
$335K
DWM
1136
Drive Wealth Management
Utah
$332K
SW
1137
SlateStone Wealth
Florida
$332K
SIM
1138
Sentry Investment Management
Wisconsin
$332K
JWWM
1139
Johnson & White Wealth Management
Pennsylvania
$332K
NFC
1140
Northeast Financial Consultants
Connecticut
$331K
SCM
1141
SCS Capital Management
Massachusetts
$329K
YIM
1142
Yoffe Investment Management
Pennsylvania
$328K
NFG
1143
Nations Financial Group
Iowa
$328K
SWA
1144
Sax Wealth Advisors
New Jersey
$326K
CWM
1145
Cahaba Wealth Management
Georgia
$326K
CT
1146
Colonial Trust
South Carolina
$326K
PWMG
1147
Prestige Wealth Management Group
New Jersey
$325K
QP
1148
Quartz Partners
New York
$323K
PP
1149
PFS Partners
New Jersey
$321K
PA
1150
Prossimo Advisors
California
$321K