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
Cohen & Steers
1301
Cohen & Steers
New York
$130K
LC
1302
Lavaca Capital
Texas
$130K
PCFFS
1303
Pacific Center for Financial Services
California
$124K
HWA
1304
HHM Wealth Advisors
Tennessee
$124K
BW
1305
Basepoint Wealth
Iowa
$116K
MHR
1306
Matthew Hamilton Rosenberg
$113K
TFIPS
1307
Towarzystwo Funduszy Inwestycyjnych PZU SA
$113K
WTA
1308
Washington Trust Advisors
Massachusetts
$111K
CT
1309
Clearstead Trust
Maine
$110K
BGAI
1310
Bruce G. Allen Investments
Colorado
$108K
LSA
1311
Leonteq Securities AG
Switzerland
$108K
USB
1312
Union Savings Bank
Connecticut
$106K
RFG
1313
REAP Financial Group
Texas
$105K
CCP
1314
Caden Capital Partners
California
$104K
NWM
1315
Nova Wealth Management
Florida
$104K
CT
1316
Colonial Trust
South Carolina
$104K
WETS
1317
Wealth Enhancement Trust Services
South Dakota
$104K
MNA
1318
Manning & Napier Advisors
New York
$102K
JFGIW
1319
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$101K
MSWM
1320
Mowery & Schoenfeld Wealth Management
Illinois
$99.9K
UFF
1321
USA Financial Formulas
Michigan
$99.4K
RFP
1322
Root Financial Partners
California
$99K
AIM
1323
Anchor Investment Management
South Carolina
$98.2K
RAM
1324
Reflection Asset Management
South Carolina
$88.9K
SS
1325
SBI Securities
Japan
$88.3K