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
HIA
1326
Harbor Investment Advisory
Maryland
$87.9K
JGIA
1327
Jackson Grant Investment Advisers
Connecticut
$86.3K
SL
1328
Salomon & Ludwin
Virginia
$85.4K
MTI
1329
Merrithew & Thorsten Inc
California
$85K
HC
1330
Hara Capital
Washington
$84K
ICM
1331
Islay Capital Management
Texas
$83.5K
MPW
1332
MASECO Private Wealth
$83.2K
RFS
1333
Richardson Financial Services
Massachusetts
$82.9K
PWA
1334
Physician Wealth Advisors
Utah
$81.4K
PAI
1335
Pittenger & Anderson Inc
Nebraska
$79.6K
KA
1336
Kozak & Associates
Colorado
$79.3K
AGWCA
1337
Annis Gardner Whiting Capital Advisors
Florida
$78.5K
S
1338
Sachetta
Massachusetts
$78.4K
GFM
1339
GF Fund Management
China
$77K
DFA
1340
DHJJ Financial Advisors
Illinois
$76.1K
NECFA
1341
New England Capital Financial Advisors
Connecticut
$75.6K
LWM
1342
Lodestone Wealth Management
Washington
$75.3K
MAM
1343
Morse Asset Management
Connecticut
$75.1K
MDA
1344
Minot DeBlois Advisors
Massachusetts
$74.2K
RTC
1345
Riverview Trust Company
Washington
$74.2K
DI
1346
DAGCO Inc
Ohio
$73.9K
SC
1347
SouthState Corp
Florida
$71.4K
CSC
1348
Caldwell Sutter Capital
California
$70.9K
AA
1349
Addison Advisors
Vermont
$70.5K
CNBT
1350
Cornerstone National Bank & Trust
Illinois
$69.6K