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 201 funds opening new positions, 520 increasing their positions, 642 reducing their positions, and 166 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 (-$6.53B)

19% less repeat investments, than reductions

Existing positions increased: 520 | Existing positions reduced: 642

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
BB
1176
Busey Bank
Illinois
$250K
OWA
1177
Outlook Wealth Advisors
Texas
$248K
FMII
1178
Farmers & Merchants Investments Inc
Nebraska
$248K
SC
1179
Sapient Capital
Indiana
$248K
PFBT
1180
Parkside Financial Bank & Trust
Missouri
$247K
AWE
1181
Avidian Wealth Enterprises
Texas
$247K
RA
1182
RFG Advisory
Alabama
$246K
TYCC
1183
Texas Yale Capital Corp
Florida
$246K
BW
1184
Blalock Williams
Alabama
$246K
GKWIM
1185
Gerber Kawasaki Wealth & Investment Management
California
$245K
QFW
1186
QTR Family Wealth
Florida
$245K
ACC
1187
Acorn Creek Capital
Colorado
$245K
ONB
1188
Old National Bancorp
Indiana
$245K
SWM
1189
Stronghold Wealth Management
Florida
$244K
IP
1190
Intellectus Partners
California
$244K
PCP
1191
Proficio Capital Partners
Massachusetts
$242K
CPA
1192
Capital Performance Advisors
California
$242K
SEIA
1193
Signature Estate & Investment Advisors
California
$242K
MG
1194
Mather Group
Illinois
$242K
MWM
1195
Modern Wealth Management
Kansas
$242K
SGWM
1196
Sterling Group Wealth Management
California
$242K
AA
1197
Ancora Advisors
Ohio
$240K
CWM
1198
Cornerstone Wealth Management
Missouri
$239K
VC
1199
Vestor Capital
Illinois
$238K
GWMR
1200
GC Wealth Management RIA
Massachusetts
$238K