MRSH

Marsh

1,574 hedge funds and large institutions have $80.7B invested in Marsh in 2025 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 525 increasing their positions, 640 reducing their positions, and 169 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% more funds holding

Funds holding: 1,5681,574 (+6)

7% less capital invested

Capital invested by funds: $86.9B → $80.7B (-$6.27B)

18% less repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 640

Holders
1,574
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
MWM
1201
Modern Wealth Management
Kansas
$242K
SGWM
1202
Sterling Group Wealth Management
California
$242K
AA
1203
Ancora Advisors
Ohio
$240K
CWM
1204
Cornerstone Wealth Management
Missouri
$239K
VC
1205
Vestor Capital
Illinois
$238K
GWMR
1206
GC Wealth Management RIA
Massachusetts
$238K
NPA
1207
Nichols & Pratt Advisers
Massachusetts
$237K
PL
1208
Parthenon LLC
Kentucky
$235K
AWA
1209
Amplius Wealth Advisors
Pennsylvania
$235K
KC
1210
Kinloch Capital
Virginia
$235K
GA
1211
Goldstein Advisors
Wisconsin
$235K
HI
1212
Harbour Investments
Wisconsin
$235K
CWM
1213
Cahaba Wealth Management
Georgia
$234K
GLA
1214
Great Lakes Advisors
Illinois
$234K
OFO
1215
OneAscent Family Office
Alabama
$234K
CA
1216
COFG Advisors
Illinois
$234K
YIA
1217
YHB Investment Advisors
Connecticut
$233K
LAM
1218
Lewis Asset Management
California
$233K
TFCP
1219
Twin Focus Capital Partners
Massachusetts
$233K
MEG
1220
Millstone Evans Group
Colorado
$232K
TC
1221
TownSquare Capital
Utah
$232K
SFGM
1222
Stonebridge Financial Group (Missouri)
Missouri
$231K
DE
1223
Diversified Enterprises
Delaware
$231K
CL
1224
CSS LLC
Illinois
$230K
OWA
1225
Opal Wealth Advisors
New York
$229K