MRSH

Marsh

1,562 hedge funds and large institutions have $80.4B invested in Marsh in 2025 Q4 according to their latest regulatory filings, with 202 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: 1,5661,562 (-4)

8% less capital invested

Capital invested by funds: $86.9B → $80.4B (-$6.52B)

19% less repeat investments, than reductions

Existing positions increased: 520 | Existing positions reduced: 641

Holders
1,562
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
SIM
1151
Synergy Investment Management
Florida
$265K
JWCA
1152
J.W. Cole Advisors
Florida
$264K
EHC
1153
Everett Harris & Co
California
$264K
MLRA
1154
Main Line Retirement Advisors
Montana
$264K
HWA
1155
HCR Wealth Advisors
California
$263K
IAIM
1156
International Assets Investment Management
Florida
$263K
SFC
1157
SYM Financial Corp
Indiana
$262K
RhumbLine Advisers
1158
RhumbLine Advisers
Massachusetts
$261K
PWMG
1159
Prestige Wealth Management Group
New Jersey
$260K
FDCP
1160
Foster Dykema Cabot & Partners
Massachusetts
$260K
KFC
1161
Klingenstein Fields & Co
New York
$260K
FFO
1162
Fiduciary Family Office
Florida
$260K
CWP
1163
Capital Wealth Planning
Florida
$260K
MCCP
1164
Mission Creek Capital Partners
California
$260K
TL
1165
Tradewinds LLC
North Carolina
$259K
BCG
1166
Breakwater Capital Group
New Jersey
$259K
CH
1167
Cromwell Holdings
Wyoming
$258K
CA
1168
Continuum Advisory
Idaho
$256K
ESB
1169
Essex Savings Bank
Connecticut
$254K
LAS
1170
Legacy Advisory Services
Pennsylvania
$254K
OL
1171
OneFund LLC
Florida
$254K
MPI
1172
Mairs & Power Inc
Minnesota
$252K
GEM
1173
Global Endowment Management
North Carolina
$251K
Koshinski Asset Management
1174
Koshinski Asset Management
Illinois
$251K
RHJA
1175
Rice Hall James & Associates
California
$250K