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
DWAM
1226
Duncan Williams Asset Management
Tennessee
$228K
SWA
1227
Stratos Wealth Advisors
Ohio
$226K
NEPPG
1228
New England Professional Planning Group
Rhode Island
$225K
PWM
1229
Pursuit Wealth Management
Florida
$225K
KA
1230
Kovack Advisors
Florida
$223K
PFA
1231
Pathway Financial Advisors
Vermont
$223K
DI
1232
Diligent Investors
California
$223K
GFL
1233
Granite FO LLC
New Hampshire
$223K
PFM
1234
Patton Fund Management
Texas
$223K
HTC
1235
Haverford Trust Company
Pennsylvania
$222K
AF
1236
Advisornet Financial
Minnesota
$222K
PCM
1237
Pointe Capital Management
Michigan
$222K
RPC
1238
Rossmore Private Capital
Connecticut
$221K
NCM
1239
Northside Capital Management
Oregon
$220K
PCM
1240
Palisade Capital Management
New Jersey
$220K
BBA
1241
Braun-Bostich & Associates
Pennsylvania
$219K
TWP
1242
Tyche Wealth Partners
Texas
$218K
PFG
1243
Prosperity Financial Group
California
$218K
GSEP
1244
Golden State Equity Partners
California
$218K
BFWA
1245
Benchmark Financial Wealth Advisors
Florida
$218K
WCA
1246
Westover Capital Advisors
Delaware
$218K
WDC
1247
Woodward Diversified Capital
California
$217K
ASG
1248
Ariston Services Group
California
$217K
AWM
1249
Ariadne Wealth Management
California
$216K
PWM
1250
Palumbo Wealth Management
New York
$216K