We are live on ! Find out more
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
JWCA
1201
J.W. Cole Advisors
Florida
-$207K -1,215 Closed
CIA
1202
Choate Investment Advisors
Massachusetts
-$207K -1,213 Closed
RPC
1203
Rossmore Private Capital
Connecticut
-$207K -1,213 Closed
DWA
1204
Douglass Winthrop Advisors
New York
-$205K -1,200 Closed
FIM
1205
Fernwood Investment Management
Massachusetts
-$205K -1,200 Closed
NJBEST
1206
New Jersey Better Educational Savings Trust
New Jersey
-$205K -1,200 Closed
PFA
1207
Pathway Financial Advisors
Vermont
-$205K -1,200 Closed
PIM
1208
Perpetual Investment Management
Australia
-$205K -1,200 Closed
VC
1209
Veracity Capital
Georgia
-$204K -1,197 Closed
GWANC
1210
Guardian Wealth Advisors (North Carolina)
North Carolina
-$203K -1,191 Closed
DWM
1211
Destination Wealth Management
California
-$203K -1,189 Closed
APP
1212
Avantax Planning Partners
Iowa
-$202K -1,186 Closed
MA
1213
Mutual Advisors
Nebraska
-$202K -1,186 Closed
GVAG
1214
Great Valley Advisor Group
Delaware
-$204K -1,175 Closed
BFC
1215
Bedel Financial Consulting
Indiana
-$159K -933 Closed
NO
1216
Ninety One
South Africa
-$126K -727 Closed
DBG
1217
De Burlo Group
Massachusetts
-$102K -600 Closed
Koshinski Asset Management
1218
Koshinski Asset Management
Illinois
-$78.2K -459 Closed
DC
1219
DeDora Capital
California
-$74K -435 Closed
APP
1220
Alpha Paradigm Partners
Illinois
-$71K -418 Closed
T
1221
TCWP
Ohio
-$61K -363 Closed
MFA
1222
McClarren Financial Advisors
Pennsylvania
-$55K -328 Closed
GAM
1223
Gemmer Asset Management
California
-$55K -325 Closed
Group One Trading
1224
Group One Trading
Illinois
-$50.8K -317 Closed
TFO
1225
Tarbox Family Office
California
-$51K -299 Closed