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
AC
1251
Avestar Capital
New York
$215K
HCM
1252
Hollencrest Capital Management
California
$215K
TNA
1253
True North Advisors
Texas
$214K
ICP
1254
Interchange Capital Partners
Pennsylvania
$214K
FFA
1255
Fi3 Financial Advisors
Indiana
$214K
CWG
1256
Cornerstone Wealth Group
North Carolina
$213K
NFG
1257
Nations Financial Group
Iowa
$213K
SVWAG
1258
Sound View Wealth Advisors Group
Georgia
$211K
WA
1259
Waddell & Associates
Tennessee
$211K
WB
1260
WesBanco Bank
West Virginia
$211K
GBT
1261
Grove Bank & Trust
Florida
$210K
TCOV
1262
Trust Company of Vermont
Vermont
$210K
BW
1263
BIP Wealth
Georgia
$209K
RMC
1264
Resources Management Corp
Connecticut
$209K
KWA
1265
Kingswood Wealth Advisors
California
$209K
AWM
1266
Angeles Wealth Management
California
$209K
PL
1267
Perpetual Ltd
Australia
$208K
VW
1268
Vantus Wealth
Pennsylvania
$208K
AAMC
1269
Asset Allocation & Management Company
Illinois
$206K
AF
1270
Atala Financial
California
$205K
RDWM
1271
Red Door Wealth Management
Tennessee
$205K
BWM
1272
Bulltick Wealth Management
Florida
$204K
BHBT
1273
Burke & Herbert Bank & Trust
Virginia
$204K
BFO
1274
Biltmore Family Office
North Carolina
$204K
TIA
1275
Tandem Investment Advisors
South Carolina
$203K