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MRSH

Marsh

1,148 hedge funds and large institutions have $68.2B invested in Marsh in 2022 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 434 increasing their positions, 405 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

19% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 95

7% more repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 405

0.08% more ownership

Funds ownership: 87.92%88% (+0.08%)

0% less funds holding

Funds holding: 1,1491,148 (-1)

9% less capital invested

Capital invested by funds: $74.9B → $68.2B (-$6.71B)

37% less call options, than puts

Call options by funds: $87.9M | Put options by funds: $139M

Holders
1,148
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
19.34%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.42%
New
113
Increased
434
Reduced
405
Closed
95
Calls
$87.9M
Puts
$139M
Net Calls
-$51.5M
Net Calls Change
-$53.8M
Name Holding Trade Value Shares
Change
Change in
Stake
E
1176
Ergoteles
New York
-$503K -2,953 Closed
BG
1177
Bollard Group
Massachusetts
-$502K -2,948 Closed
CFAM
1178
Center For Asset Management
Florida
-$466K -2,736 Closed
WWM
1179
Windsor Wealth Management
Indiana
-$448K -2,594 Closed
FEG
1180
Fund Evaluation Group
Ohio
-$411K -2,411 Closed
BFPW
1181
BOK Financial Private Wealth
Colorado
-$399K -2,341 Closed
MHS
1182
M Holdings Securities
Oregon
-$316K -1,852 Closed
QTM
1183
qPULA Trading Management
New York
-$307K -1,800 Closed
FHA
1184
Flagship Harbor Advisors
Massachusetts
-$296K -1,738 Closed
ACM
1185
Advisors Capital Management
New Jersey
-$249K -1,462 Closed
AWS
1186
Atria Wealth Solutions
New York
-$246K -1,442 Closed
FCBT
1187
First Citizens Bank & Trust
North Carolina
-$245K -1,440 Closed
CWP
1188
Capital Wealth Planning
Florida
-$239K -1,400 Closed
SMA
1189
Sage Mountain Advisors
Georgia
-$238K -1,398 Closed
JSW
1190
Journey Strategic Wealth
New Jersey
-$235K -1,379 Closed
AWA
1191
Arete Wealth Advisors
Illinois
-$222K -1,304 Closed
TCMP
1192
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$222K -1,301 Closed
BCM
1193
Bayesian Capital Management
New York
-$222K -1,300 Closed
AT
1194
Arvest Trust
Oklahoma
-$220K -1,288 Closed
LA
1195
LVW Advisors
New York
-$218K -1,281 Closed
SB
1196
Sunflower Bank
Texas
-$215K -1,263 Closed
DHFB
1197
Dixon Hubard Feinour & Brown
Virginia
-$215K -1,259 Closed
FFA
1198
First Foundation Advisors
California
-$211K -1,241 Closed
CPO
1199
Cerity Partners OCIO
New York
-$210K -1,235 Closed
MRWM
1200
ML&R Wealth Management
Texas
-$208K -1,219 Closed