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
TFIPS
1301
Towarzystwo Funduszy Inwestycyjnych PZU SA
$113K
WTA
1302
Washington Trust Advisors
Massachusetts
$111K
CT
1303
Clearstead Trust
Maine
$110K
BGAI
1304
Bruce G. Allen Investments
Colorado
$108K
LSA
1305
Leonteq Securities AG
Switzerland
$108K
RFG
1306
REAP Financial Group
Texas
$105K
CCP
1307
Caden Capital Partners
California
$104K
NWM
1308
Nova Wealth Management
Florida
$104K
CT
1309
Colonial Trust
South Carolina
$104K
WETS
1310
Wealth Enhancement Trust Services
South Dakota
$104K
MNA
1311
Manning & Napier Advisors
New York
$102K
JFGIW
1312
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$101K
MSWM
1313
Mowery & Schoenfeld Wealth Management
Illinois
$99.9K
UFF
1314
USA Financial Formulas
Michigan
$99.4K
RFP
1315
Root Financial Partners
California
$99K
AIM
1316
Anchor Investment Management
South Carolina
$98.2K
RAM
1317
Reflection Asset Management
South Carolina
$88.9K
SS
1318
SBI Securities
Japan
$88.3K
HIA
1319
Harbor Investment Advisory
Maryland
$87.9K
JGIA
1320
Jackson Grant Investment Advisers
Connecticut
$86.3K
SL
1321
Salomon & Ludwin
Virginia
$85.4K
MTI
1322
Merrithew & Thorsten Inc
California
$85K
HC
1323
Hara Capital
Washington
$84K
ICM
1324
Islay Capital Management
Texas
$83.5K
MPW
1325
MASECO Private Wealth
$83.2K