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
NPA
1201
Nichols & Pratt Advisers
Massachusetts
$237K
PL
1202
Parthenon LLC
Kentucky
$235K
AWA
1203
Amplius Wealth Advisors
Pennsylvania
$235K
KC
1204
Kinloch Capital
Virginia
$235K
GA
1205
Goldstein Advisors
Wisconsin
$235K
HI
1206
Harbour Investments
Wisconsin
$235K
CWM
1207
Cahaba Wealth Management
Georgia
$234K
GLA
1208
Great Lakes Advisors
Illinois
$234K
OFO
1209
OneAscent Family Office
Alabama
$234K
CA
1210
COFG Advisors
Illinois
$234K
YIA
1211
YHB Investment Advisors
Connecticut
$233K
LAM
1212
Lewis Asset Management
California
$233K
TFCP
1213
Twin Focus Capital Partners
Massachusetts
$233K
MEG
1214
Millstone Evans Group
Colorado
$232K
TC
1215
TownSquare Capital
Utah
$232K
SFGM
1216
Stonebridge Financial Group (Missouri)
Missouri
$231K
DE
1217
Diversified Enterprises
Delaware
$231K
CL
1218
CSS LLC
Illinois
$230K
OWA
1219
Opal Wealth Advisors
New York
$229K
DWAM
1220
Duncan Williams Asset Management
Tennessee
$228K
SWA
1221
Stratos Wealth Advisors
Ohio
$226K
NEPPG
1222
New England Professional Planning Group
Rhode Island
$225K
PWM
1223
Pursuit Wealth Management
Florida
$225K
KA
1224
Kovack Advisors
Florida
$223K
PFA
1225
Pathway Financial Advisors
Vermont
$223K