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
RFS
1326
Richardson Financial Services
Massachusetts
$82.9K
PWA
1327
Physician Wealth Advisors
Utah
$81.4K
PAI
1328
Pittenger & Anderson Inc
Nebraska
$79.6K
KA
1329
Kozak & Associates
Colorado
$79.3K
AGWCA
1330
Annis Gardner Whiting Capital Advisors
Florida
$78.5K
S
1331
Sachetta
Massachusetts
$78.4K
GFM
1332
GF Fund Management
China
$77K
DFA
1333
DHJJ Financial Advisors
Illinois
$76.1K
NECFA
1334
New England Capital Financial Advisors
Connecticut
$75.6K
LWM
1335
Lodestone Wealth Management
Washington
$75.3K
MAM
1336
Morse Asset Management
Connecticut
$75.1K
MDA
1337
Minot DeBlois Advisors
Massachusetts
$74.2K
RTC
1338
Riverview Trust Company
Washington
$74.2K
DI
1339
DAGCO Inc
Ohio
$73.9K
SC
1340
SouthState Corp
Florida
$71.4K
CSC
1341
Caldwell Sutter Capital
California
$70.9K
AA
1342
Addison Advisors
Vermont
$70.5K
CNBT
1343
Cornerstone National Bank & Trust
Illinois
$69.6K
GWM
1344
Geneos Wealth Management
Colorado
$69.2K
NRG
1345
Nemes Rush Group
Michigan
$68.8K
TFA
1346
Transamerica Financial Advisors
Florida
$68.4K
AWA
1347
Acumen Wealth Advisors
Tennessee
$68.3K
DIP
1348
DT Investment Partners
Pennsylvania
$67.2K
SCM
1349
Silvant Capital Management
Georgia
$66.4K
RCM
1350
Raleigh Capital Management
North Carolina
$66.4K