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