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