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
SMG
1226
Smart Money Group
Texas
$269K
BI
1227
Ballast Inc
Kentucky
$269K
BFWA
1228
Benchmark Financial Wealth Advisors
Florida
$267K
NAAA
1229
New Age Alpha Advisors
New York
$266K
SIM
1230
Stratos Investment Management
Ohio
$265K
OIS
1231
OneAscent Investment Solutions
Alabama
$265K
NED
1232
Nancy E. Dempze
$265K
DWAM
1233
Duncan Williams Asset Management
Tennessee
$263K
MF
1234
Magnetar Financial
Illinois
$263K
GFL
1235
Granite FO LLC
New Hampshire
$262K
PFA
1236
Pathway Financial Advisors
Vermont
$262K
SB
1237
Sunflower Bank
Texas
$262K
BBA
1238
Braun-Bostich & Associates
Pennsylvania
$261K
AWE
1239
Avidian Wealth Enterprises
Texas
$261K
TWP
1240
Tyche Wealth Partners
Texas
$260K
CFO
1241
CVA Family Office
Colorado
$260K
BB
1242
Busey Bank
Illinois
$259K
GBT
1243
Grove Bank & Trust
Florida
$259K
NCM
1244
Northside Capital Management
Oregon
$259K
MPM
1245
MBB Public Markets
Illinois
$257K
WB
1246
WesBanco Bank
West Virginia
$257K
MWM
1247
Meridian Wealth Management
Kentucky
$256K
SCP
1248
Sivia Capital Partners
California
$256K
ASG
1249
Ariston Services Group
California
$255K
AW
1250
Alteri Wealth
California
$255K