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
GIA
1126
Gladstone Institutional Advisory
Florida
$281K
DWP
1127
Daymark Wealth Partners
Ohio
$281K
PCM
1128
Prelude Capital Management
New York
$281K
DWM
1129
Drive Wealth Management
Utah
$279K
SL
1130
Sentinus LLC
Illinois
$278K
JWWM
1131
Johnson & White Wealth Management
Pennsylvania
$278K
YIM
1132
Yoffe Investment Management
Pennsylvania
$278K
NS
1133
NBC Securities
Alabama
$278K
SIM
1134
Sentry Investment Management
Wisconsin
$278K
GPW
1135
Genesis Private Wealth
Virginia
$278K
CFO
1136
Cambient Family Office
Michigan
$278K
NI
1137
Natural Investments
California
$276K
SP
1138
SmartHarvest Portfolios
Washington
$275K
DOA
1139
D'Orazio & Associates
Virginia
$275K
MSFS
1140
Main Street Financial Solutions
Pennsylvania
$274K
KLCM
1141
KG&L Capital Management
Louisiana
$274K
PP
1142
PFS Partners
New Jersey
$273K
IIL
1143
Income Insurance Ltd
$272K
WS
1144
Wedbush Securities
California
$271K
BRWA
1145
B. Riley Wealth Advisors
Florida
$269K
Fayez Sarofim & Co
1146
Fayez Sarofim & Co
Texas
$269K
SWA
1147
Sax Wealth Advisors
New Jersey
$269K
CCFM
1148
Clear Creek Financial Management
Washington
$269K
Parallax Volatility Advisers
1149
Parallax Volatility Advisers
California
$268K
GCA
1150
Genesee Capital Advisors
New York
$266K