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
FOA
1276
Five Oceans Advisors
California
$203K
BWM
1277
Baron Wealth Management
Michigan
$201K
FHA
1278
Flagship Harbor Advisors
Massachusetts
$194K
VCM
1279
Versant Capital Management
Arizona
$193K
MCM
1280
MV Capital Management
Maryland
$190K
PAM
1281
Paradigm Asset Management
New York
$186K
HB
1282
Horizon Bancorp
Indiana
$183K
BWL
1283
Bogart Wealth LLC
Virginia
$181K
EPIMS
1284
Evelyn Partners Investment Management Services
$180K
OWP
1285
ORG Wealth Partners
Texas
$178K
DMIC
1286
Dixon Mitchell Investment Counsel
British Columbia, Canada
$176K
CFO
1287
CVA Family Office
Colorado
$176K
QL
1288
Quarry LP
New York
$167K
DE
1289
DV Equities
Illinois
$164K
OCM
1290
Osterweis Capital Management
California
$156K
SWM
1291
Spire Wealth Management
Virginia
$154K
QC
1292
Quent Capital
New York
$154K
SI
1293
Sava Infond
Slovenia
$148K
CFG
1294
Clayton Financial Group
Missouri
$147K
CTC
1295
Central Trust Company
Missouri
$144K
PPC
1296
Park Place Capital
Alabama
$138K
SSG
1297
Summit Securities Group
New York
$135K
EI
1298
eCIO Inc
Wisconsin
$134K
IBOK
1299
Independence Bank of Kentucky
Kentucky
$134K
Cohen & Steers
1300
Cohen & Steers
New York
$130K