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
CCFM
1251
Clear Creek Financial Management
Washington
$255K
FHA
1252
Flagship Harbor Advisors
Massachusetts
$254K
MAWA
1253
Moss Adams Wealth Advisors
Washington
$253K
WDC
1254
Woodward Diversified Capital
California
$251K
Simplex Trading
1255
Simplex Trading
Illinois
$251K
RPSA
1256
Richard P. Slaughter Associates
Texas
$249K
SW
1257
Schulz Wealth
Texas
$248K
RMC
1258
Resources Management Corp
Connecticut
$246K
SAG
1259
SageView Advisory Group
California
$246K
APP
1260
Avantax Planning Partners
Iowa
$241K
PAM
1261
Paradigm Asset Management
New York
$241K
PWM
1262
Pines Wealth Management
North Carolina
$240K
GEM
1263
Global Endowment Management
North Carolina
$239K
AAM
1264
Aureus Asset Management
Massachusetts
$239K
TSWM
1265
Tyler-Stone Wealth Management
Ohio
$238K
WMA
1266
Wealth Management Associates
New Jersey
$237K
TB
1267
Terril Brothers
Missouri
$236K
Wolverine Trading
1268
Wolverine Trading
Illinois
$235K
GAB
1269
German American Bancorp
Indiana
$235K
HC
1270
Hamilton Capital
Ohio
$234K
ACM
1271
AlphaStar Capital Management
North Carolina
$233K
AA
1272
Ancora Advisors
Ohio
$232K
AA
1273
Advisory Alpha
Michigan
$232K
OWP
1274
Obermeyer Wealth Partners
Colorado
$232K
AFP
1275
Alpha Financial Partners
Kentucky
$231K