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
PPWM
1251
Paragon Private Wealth Management
Kentucky
$216K
AC
1252
Avestar Capital
New York
$215K
HCM
1253
Hollencrest Capital Management
California
$215K
TNA
1254
True North Advisors
Texas
$214K
ICP
1255
Interchange Capital Partners
Pennsylvania
$214K
FFA
1256
Fi3 Financial Advisors
Indiana
$214K
CWG
1257
Cornerstone Wealth Group
North Carolina
$213K
NFG
1258
Nations Financial Group
Iowa
$213K
SVWAG
1259
Sound View Wealth Advisors Group
Georgia
$211K
WA
1260
Waddell & Associates
Tennessee
$211K
WB
1261
WesBanco Bank
West Virginia
$211K
GBT
1262
Grove Bank & Trust
Florida
$210K
TCOV
1263
Trust Company of Vermont
Vermont
$210K
BW
1264
BIP Wealth
Georgia
$209K
RMC
1265
Resources Management Corp
Connecticut
$209K
KWA
1266
Kingswood Wealth Advisors
California
$209K
AWM
1267
Angeles Wealth Management
California
$209K
PL
1268
Perpetual Ltd
Australia
$208K
VW
1269
Vantus Wealth
Pennsylvania
$208K
AAMC
1270
Asset Allocation & Management Company
Illinois
$206K
AF
1271
Atala Financial
California
$205K
RDWM
1272
Red Door Wealth Management
Tennessee
$205K
BWM
1273
Bulltick Wealth Management
Florida
$204K
BHBT
1274
Burke & Herbert Bank & Trust
Virginia
$204K
BFO
1275
Biltmore Family Office
North Carolina
$204K