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