MRSH

Marsh

1,573 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, 524 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: 1,5671,573 (+6)

7% less capital invested

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

18% less repeat investments, than reductions

Existing positions increased: 524 | Existing positions reduced: 640

Holders
1,573
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
SGWM
1201
Sterling Group Wealth Management
California
$242K
AA
1202
Ancora Advisors
Ohio
$240K
CWM
1203
Cornerstone Wealth Management
Missouri
$239K
VC
1204
Vestor Capital
Illinois
$238K
GWMR
1205
GC Wealth Management RIA
Massachusetts
$238K
NPA
1206
Nichols & Pratt Advisers
Massachusetts
$237K
PL
1207
Parthenon LLC
Kentucky
$235K
AWA
1208
Amplius Wealth Advisors
Pennsylvania
$235K
KC
1209
Kinloch Capital
Virginia
$235K
GA
1210
Goldstein Advisors
Wisconsin
$235K
HI
1211
Harbour Investments
Wisconsin
$235K
CWM
1212
Cahaba Wealth Management
Georgia
$234K
GLA
1213
Great Lakes Advisors
Illinois
$234K
OFO
1214
OneAscent Family Office
Alabama
$234K
CA
1215
COFG Advisors
Illinois
$234K
YIA
1216
YHB Investment Advisors
Connecticut
$233K
LAM
1217
Lewis Asset Management
California
$233K
TFCP
1218
Twin Focus Capital Partners
Massachusetts
$233K
MEG
1219
Millstone Evans Group
Colorado
$232K
TC
1220
TownSquare Capital
Utah
$232K
SFGM
1221
Stonebridge Financial Group (Missouri)
Missouri
$231K
DE
1222
Diversified Enterprises
Delaware
$231K
CL
1223
CSS LLC
Illinois
$230K
OWA
1224
Opal Wealth Advisors
New York
$229K
DWAM
1225
Duncan Williams Asset Management
Tennessee
$228K