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
TIA
1276
Tandem Investment Advisors
South Carolina
$203K
FOA
1277
Five Oceans Advisors
California
$203K
BWM
1278
Baron Wealth Management
Michigan
$201K
FHA
1279
Flagship Harbor Advisors
Massachusetts
$194K
VCM
1280
Versant Capital Management
Arizona
$193K
MCM
1281
MV Capital Management
Maryland
$190K
PAM
1282
Paradigm Asset Management
New York
$186K
HB
1283
Horizon Bancorp
Indiana
$183K
BWL
1284
Bogart Wealth LLC
Virginia
$181K
EPIMS
1285
Evelyn Partners Investment Management Services
$180K
OWP
1286
ORG Wealth Partners
Texas
$178K
DMIC
1287
Dixon Mitchell Investment Counsel
British Columbia, Canada
$176K
CFO
1288
CVA Family Office
Colorado
$176K
QL
1289
Quarry LP
New York
$167K
DE
1290
DV Equities
Illinois
$164K
OCM
1291
Osterweis Capital Management
California
$156K
SWM
1292
Spire Wealth Management
Virginia
$154K
QC
1293
Quent Capital
New York
$154K
SI
1294
Sava Infond
Slovenia
$148K
CFG
1295
Clayton Financial Group
Missouri
$147K
CTC
1296
Central Trust Company
Missouri
$144K
PPC
1297
Park Place Capital
Alabama
$138K
SSG
1298
Summit Securities Group
New York
$135K
EI
1299
eCIO Inc
Wisconsin
$134K
IBOK
1300
Independence Bank of Kentucky
Kentucky
$134K