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
PAM
1276
Paradigm Asset Management
New York
$186K
HB
1277
Horizon Bancorp
Indiana
$183K
BWL
1278
Bogart Wealth LLC
Virginia
$181K
EPIMS
1279
Evelyn Partners Investment Management Services
$180K
OWP
1280
ORG Wealth Partners
Texas
$178K
DMIC
1281
Dixon Mitchell Investment Counsel
British Columbia, Canada
$176K
CFO
1282
CVA Family Office
Colorado
$176K
QL
1283
Quarry LP
New York
$167K
DE
1284
DV Equities
Illinois
$164K
OCM
1285
Osterweis Capital Management
California
$156K
SWM
1286
Spire Wealth Management
Virginia
$154K
QC
1287
Quent Capital
New York
$154K
SI
1288
Sava Infond
Slovenia
$148K
CFG
1289
Clayton Financial Group
Missouri
$147K
CTC
1290
Central Trust Company
Missouri
$144K
PPC
1291
Park Place Capital
Alabama
$138K
SSG
1292
Summit Securities Group
New York
$135K
EI
1293
eCIO Inc
Wisconsin
$134K
IBOK
1294
Independence Bank of Kentucky
Kentucky
$134K
Cohen & Steers
1295
Cohen & Steers
New York
$130K
LC
1296
Lavaca Capital
Texas
$130K
PCFFS
1297
Pacific Center for Financial Services
California
$124K
HWA
1298
HHM Wealth Advisors
Tennessee
$124K
BW
1299
Basepoint Wealth
Iowa
$116K
MHR
1300
Matthew Hamilton Rosenberg
$113K