MRSH

Marsh

1,562 hedge funds and large institutions have $80.4B invested in Marsh in 2025 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 520 increasing their positions, 642 reducing their positions, and 166 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% less funds holding

Funds holding: 1,5661,562 (-4)

8% less capital invested

Capital invested by funds: $86.9B → $80.4B (-$6.53B)

19% less repeat investments, than reductions

Existing positions increased: 520 | Existing positions reduced: 642

Holders
1,562
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
DI
1226
Diligent Investors
California
$223K
GFL
1227
Granite FO LLC
New Hampshire
$223K
PFM
1228
Patton Fund Management
Texas
$223K
HTC
1229
Haverford Trust Company
Pennsylvania
$222K
AF
1230
Advisornet Financial
Minnesota
$222K
PCM
1231
Pointe Capital Management
Michigan
$222K
RPC
1232
Rossmore Private Capital
Connecticut
$221K
NCM
1233
Northside Capital Management
Oregon
$220K
PCM
1234
Palisade Capital Management
New Jersey
$220K
BBA
1235
Braun-Bostich & Associates
Pennsylvania
$219K
TWP
1236
Tyche Wealth Partners
Texas
$218K
PFG
1237
Prosperity Financial Group
California
$218K
GSEP
1238
Golden State Equity Partners
California
$218K
BFWA
1239
Benchmark Financial Wealth Advisors
Florida
$218K
WCA
1240
Westover Capital Advisors
Delaware
$218K
WDC
1241
Woodward Diversified Capital
California
$217K
ASG
1242
Ariston Services Group
California
$217K
AWM
1243
Ariadne Wealth Management
California
$216K
PWM
1244
Palumbo Wealth Management
New York
$216K
PPWM
1245
Paragon Private Wealth Management
Kentucky
$216K
AC
1246
Avestar Capital
New York
$215K
HCM
1247
Hollencrest Capital Management
California
$215K
TNA
1248
True North Advisors
Texas
$214K
ICP
1249
Interchange Capital Partners
Pennsylvania
$214K
FFA
1250
Fi3 Financial Advisors
Indiana
$214K