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