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
CWG
1251
Cornerstone Wealth Group
North Carolina
$213K
NFG
1252
Nations Financial Group
Iowa
$213K
SVWAG
1253
Sound View Wealth Advisors Group
Georgia
$211K
WA
1254
Waddell & Associates
Tennessee
$211K
WB
1255
WesBanco Bank
West Virginia
$211K
GBT
1256
Grove Bank & Trust
Florida
$210K
TCOV
1257
Trust Company of Vermont
Vermont
$210K
BW
1258
BIP Wealth
Georgia
$209K
RMC
1259
Resources Management Corp
Connecticut
$209K
KWA
1260
Kingswood Wealth Advisors
California
$209K
AWM
1261
Angeles Wealth Management
California
$209K
PL
1262
Perpetual Ltd
Australia
$208K
VW
1263
Vantus Wealth
Pennsylvania
$208K
AAMC
1264
Asset Allocation & Management Company
Illinois
$206K
AF
1265
Atala Financial
California
$205K
RDWM
1266
Red Door Wealth Management
Tennessee
$205K
BWM
1267
Bulltick Wealth Management
Florida
$204K
BHBT
1268
Burke & Herbert Bank & Trust
Virginia
$204K
BFO
1269
Biltmore Family Office
North Carolina
$204K
TIA
1270
Tandem Investment Advisors
South Carolina
$203K
FOA
1271
Five Oceans Advisors
California
$203K
BWM
1272
Baron Wealth Management
Michigan
$201K
FHA
1273
Flagship Harbor Advisors
Massachusetts
$194K
VCM
1274
Versant Capital Management
Arizona
$193K
MCM
1275
MV Capital Management
Maryland
$190K