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
BI
1151
Bolthouse Investments
California
$266K
TM
1152
TigerOak Management
New Mexico
$266K
CAM
1153
Carret Asset Management
New York
$265K
TCM
1154
Teza Capital Management
Illinois
$265K
SIM
1155
Synergy Investment Management
Florida
$265K
JWCA
1156
J.W. Cole Advisors
Florida
$264K
EHC
1157
Everett Harris & Co
California
$264K
MLRA
1158
Main Line Retirement Advisors
Montana
$264K
HWA
1159
HCR Wealth Advisors
California
$263K
IAIM
1160
International Assets Investment Management
Florida
$263K
SFC
1161
SYM Financial Corp
Indiana
$262K
RhumbLine Advisers
1162
RhumbLine Advisers
Massachusetts
$261K
PWMG
1163
Prestige Wealth Management Group
New Jersey
$260K
FDCP
1164
Foster Dykema Cabot & Partners
Massachusetts
$260K
KFC
1165
Klingenstein Fields & Co
New York
$260K
FFO
1166
Fiduciary Family Office
Florida
$260K
CWP
1167
Capital Wealth Planning
Florida
$260K
MCCP
1168
Mission Creek Capital Partners
California
$260K
TL
1169
Tradewinds LLC
North Carolina
$259K
BCG
1170
Breakwater Capital Group
New Jersey
$259K
CH
1171
Cromwell Holdings
Wyoming
$258K
CA
1172
Continuum Advisory
Idaho
$256K
ESB
1173
Essex Savings Bank
Connecticut
$254K
BONH
1174
Bank of New Hampshire
New Hampshire
$254K
LAS
1175
Legacy Advisory Services
Pennsylvania
$254K