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
JGIA
1326
Jackson Grant Investment Advisers
Connecticut
$86.3K
SL
1327
Salomon & Ludwin
Virginia
$85.4K
MTI
1328
Merrithew & Thorsten Inc
California
$85K
HC
1329
Hara Capital
Washington
$84K
ICM
1330
Islay Capital Management
Texas
$83.5K
MPW
1331
MASECO Private Wealth
$83.2K
RFS
1332
Richardson Financial Services
Massachusetts
$82.9K
PWA
1333
Physician Wealth Advisors
Utah
$81.4K
PAI
1334
Pittenger & Anderson Inc
Nebraska
$79.6K
KA
1335
Kozak & Associates
Colorado
$79.3K
AGWCA
1336
Annis Gardner Whiting Capital Advisors
Florida
$78.5K
S
1337
Sachetta
Massachusetts
$78.4K
GFM
1338
GF Fund Management
China
$77K
DFA
1339
DHJJ Financial Advisors
Illinois
$76.1K
NECFA
1340
New England Capital Financial Advisors
Connecticut
$75.6K
LWM
1341
Lodestone Wealth Management
Washington
$75.3K
MAM
1342
Morse Asset Management
Connecticut
$75.1K
MDA
1343
Minot DeBlois Advisors
Massachusetts
$74.2K
RTC
1344
Riverview Trust Company
Washington
$74.2K
DI
1345
DAGCO Inc
Ohio
$73.9K
SC
1346
SouthState Corp
Florida
$71.4K
CSC
1347
Caldwell Sutter Capital
California
$70.9K
AA
1348
Addison Advisors
Vermont
$70.5K
CNBT
1349
Cornerstone National Bank & Trust
Illinois
$69.6K
GWM
1350
Geneos Wealth Management
Colorado
$69.2K