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
LC
1301
Lavaca Capital
Texas
$130K
PCFFS
1302
Pacific Center for Financial Services
California
$124K
HWA
1303
HHM Wealth Advisors
Tennessee
$124K
BW
1304
Basepoint Wealth
Iowa
$116K
MHR
1305
Matthew Hamilton Rosenberg
$113K
TFIPS
1306
Towarzystwo Funduszy Inwestycyjnych PZU SA
$113K
WTA
1307
Washington Trust Advisors
Massachusetts
$111K
CT
1308
Clearstead Trust
Maine
$110K
BGAI
1309
Bruce G. Allen Investments
Colorado
$108K
LSA
1310
Leonteq Securities AG
Switzerland
$108K
USB
1311
Union Savings Bank
Connecticut
$106K
RFG
1312
REAP Financial Group
Texas
$105K
CCP
1313
Caden Capital Partners
California
$104K
NWM
1314
Nova Wealth Management
Florida
$104K
CT
1315
Colonial Trust
South Carolina
$104K
WETS
1316
Wealth Enhancement Trust Services
South Dakota
$104K
MNA
1317
Manning & Napier Advisors
New York
$102K
JFGIW
1318
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$101K
MSWM
1319
Mowery & Schoenfeld Wealth Management
Illinois
$99.9K
UFF
1320
USA Financial Formulas
Michigan
$99.4K
RFP
1321
Root Financial Partners
California
$99K
AIM
1322
Anchor Investment Management
South Carolina
$98.2K
RAM
1323
Reflection Asset Management
South Carolina
$88.9K
SS
1324
SBI Securities
Japan
$88.3K
HIA
1325
Harbor Investment Advisory
Maryland
$87.9K