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
MAM
1301
McLean Asset Management
Virginia
$218K
TWM
1302
Topsail Wealth Management
North Carolina
$218K
RWRC
1303
R.W. Roge & Company
New York
$218K
IAS
1304
Investment Advisory Services
Texas
$217K
USCWA
1305
U.S. Capital Wealth Advisors
Texas
$217K
DE
1306
Diversified Enterprises
Delaware
$216K
PP
1307
Patron Partners
Texas
$216K
CT
1308
Chicago Trust
Illinois
$216K
NA
1309
Nordwand Advisors
Pennsylvania
$216K
KA
1310
Klingman & Associates
New York
$215K
MCWA
1311
Meadow Creek Wealth Advisors
Georgia
$213K
MM
1312
MQS Management
New York
$213K
MSFS
1313
Main Street Financial Solutions
Pennsylvania
$213K
AP
1314
Appleton Partners
Massachusetts
$213K
PL
1315
Plancorp LLC
Missouri
$212K
NG
1316
Norden Group
Utah
$212K
VF
1317
Vest Financial
Virginia
$212K
FP
1318
Fiduciary Planning
Florida
$211K
HTC
1319
Haverford Trust Company
Pennsylvania
$210K
BOM
1320
Bank of Marin
California
$209K
BWL
1321
Bogart Wealth LLC
Virginia
$209K
APW
1322
Austin Private Wealth
Texas
$208K
BONST
1323
Bank of Nova Scotia Trust
Ontario, Canada
$207K
OFO
1324
OneAscent Family Office
Alabama
$207K
UAG
1325
United Advisor Group
Ohio
$207K