MRSH

Marsh

1,561 hedge funds and large institutions have $80.4B invested in Marsh in 2025 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 520 increasing their positions, 641 reducing their positions, and 167 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% less funds holding

Funds holding: 1,5661,561 (-5)

8% less capital invested

Capital invested by funds: $86.9B → $80.4B (-$6.53B)

19% less repeat investments, than reductions

Existing positions increased: 520 | Existing positions reduced: 641

Holders
1,561
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
JWWM
1126
Johnson & White Wealth Management
Pennsylvania
$278K
YIM
1127
Yoffe Investment Management
Pennsylvania
$278K
NS
1128
NBC Securities
Alabama
$278K
SIM
1129
Sentry Investment Management
Wisconsin
$278K
GPW
1130
Genesis Private Wealth
Virginia
$278K
CFO
1131
Cambient Family Office
Michigan
$278K
NI
1132
Natural Investments
California
$276K
SP
1133
SmartHarvest Portfolios
Washington
$275K
DOA
1134
D'Orazio & Associates
Virginia
$275K
MSFS
1135
Main Street Financial Solutions
Pennsylvania
$274K
KLCM
1136
KG&L Capital Management
Louisiana
$274K
PP
1137
PFS Partners
New Jersey
$273K
IIL
1138
Income Insurance Ltd
$272K
WS
1139
Wedbush Securities
California
$271K
BRWA
1140
B. Riley Wealth Advisors
Florida
$269K
Fayez Sarofim & Co
1141
Fayez Sarofim & Co
Texas
$269K
SWA
1142
Sax Wealth Advisors
New Jersey
$269K
CCFM
1143
Clear Creek Financial Management
Washington
$269K
Parallax Volatility Advisers
1144
Parallax Volatility Advisers
California
$268K
GCA
1145
Genesee Capital Advisors
New York
$266K
BI
1146
Bolthouse Investments
California
$266K
TM
1147
TigerOak Management
New Mexico
$266K
CAM
1148
Carret Asset Management
New York
$265K
TCM
1149
Teza Capital Management
Illinois
$265K
SIM
1150
Synergy Investment Management
Florida
$265K