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
MSWM
1276
McGlone Suttner Wealth Management
Wisconsin
$230K
RP
1277
Riverwater Partners
Wisconsin
$230K
VC
1278
Vestor Capital
Illinois
$230K
OWM
1279
OneAscent Wealth Management
Alabama
$229K
SC
1280
Sapient Capital
Indiana
$229K
EI
1281
eCIO Inc
Wisconsin
$228K
HCM
1282
HMS Capital Management
Tennessee
$228K
MCM
1283
MV Capital Management
Maryland
$227K
RC
1284
Roundview Capital
New Jersey
$227K
BCG
1285
BayBridge Capital Group
California
$226K
MPPW
1286
Mitchell & Pahl Private Wealth
Oklahoma
$225K
NS
1287
NBC Securities
Alabama
$225K
LAM
1288
Longboard Asset Management
Arizona
$225K
MIC
1289
Means Investment Company
Maine
$223K
HWA
1290
HHM Wealth Advisors
Tennessee
$223K
DWM
1291
Destination Wealth Management
California
$221K
MAG
1292
Members Advisory Group
New York
$221K
DCM
1293
Dudley Capital Management
Virginia
$221K
MA
1294
MONECO Advisors
Connecticut
$221K
CCMG
1295
Clark Capital Management Group
Pennsylvania
$220K
PFM
1296
Patton Fund Management
Texas
$220K
MFIM
1297
Mesirow Financial Investment Management
Illinois
$219K
AWA
1298
Arete Wealth Advisors
Illinois
$219K
CCG
1299
Cypress Capital Group
Florida
$219K
OCM
1300
One Capital Management
California
$218K