MRSH

Marsh

1,597 hedge funds and large institutions have $96.9B invested in Marsh in 2025 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 615 increasing their positions, 589 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

1% less funds holding

Funds holding: 1,6111,597 (-14)

9% less capital invested

Capital invested by funds: $106B → $96.9B (-$9.56B)

47% less funds holding in top 10

Funds holding in top 10: 3619 (-17)

Holders
1,597
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$154M
Puts
$123M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QL
1201
Quarry LP
New York
$284K
JSSH
1202
J. Safra Sarasin Holding
$283K
OL
1203
OneFund LLC
Florida
$282K
GKWIM
1204
Gerber Kawasaki Wealth & Investment Management
California
$282K
CWG
1205
Cornerstone Wealth Group
North Carolina
$282K
NPA
1206
Nichols & Pratt Advisers
Massachusetts
$279K
MWM
1207
Modern Wealth Management
Kansas
$279K
TCOV
1208
Trust Company of Vermont
Vermont
$278K
FAFN
1209
First Affirmative Financial Network
Colorado
$278K
PL
1210
Parthenon LLC
Kentucky
$277K
FOA
1211
Five Oceans Advisors
California
$277K
UW
1212
Unique Wealth
Florida
$276K
FA
1213
Fiduciary Alliance
South Carolina
$276K
NEPPG
1214
New England Professional Planning Group
Rhode Island
$276K
BW
1215
Blalock Williams
Alabama
$275K
VIA
1216
Victrix Investment Advisors
Florida
$275K
YIA
1217
YHB Investment Advisors
Connecticut
$275K
TFCP
1218
Twin Focus Capital Partners
Massachusetts
$274K
GVAG
1219
Great Valley Advisor Group
Delaware
$273K
EFM
1220
E Fund Management
China
$273K
CPA
1221
Court Place Advisors
Maryland
$273K
VCM
1222
Versant Capital Management
Arizona
$272K
OFS
1223
OneAscent Financial Services
Alabama
$271K
HWP
1224
Hibernia Wealth Partners
Louisiana
$270K
RSWM
1225
Robertson Stephens Wealth Management
California
$270K