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
APW
1351
Aventura Private Wealth
Florida
$65.1K
OP
1352
ORG Partners
Indiana
$64.6K
KFAS
1353
Keating Financial Advisory Services
Kansas
$63.3K
DWA
1354
Dougherty Wealth Advisers
Minnesota
$62K
PGAM
1355
Princeton Global Asset Management
New Jersey
$61.4K
WA
1356
WPG Advisers
Maryland
$60.9K
SIS
1357
Sound Income Strategies
Florida
$60.7K
TF
1358
Tompkins Financial
New York
$60.7K
GEA
1359
Glen Eagle Advisors
New Jersey
$60.4K
TWD
1360
True Wealth Design
Ohio
$58.1K
HWM
1361
HighMark Wealth Management
Minnesota
$57.1K
GKIM
1362
GW&K Investment Management
Massachusetts
$57K
STB
1363
S&T Bank
Pennsylvania
$56.6K
HWA
1364
Heritage Wealth Advisors
Virginia
$56.2K
PMFA
1365
Plante Moran Financial Advisors
Michigan
$55.7K
CCC
1366
Chelsea Counsel Company
California
$55.7K
GPI
1367
General Partner Inc
Pennsylvania
$55.3K
WB
1368
Webster Bank
Connecticut
$55.1K
DF
1369
Dunhill Financial
United Kingdom
$53.8K
MFP
1370
Meramec Financial Planners
Missouri
$53.2K
PCTC
1371
Perkins Coie Trust Company
Washington
$53.1K
M
1372
MOTCO
Texas
$52.7K
TCM
1373
Triumph Capital Management
Colorado
$51.1K
MIFH
1374
Migdal Insurance & Financial Holdings
Israel
$51K
JSAM
1375
J. Safra Asset Management
New York
$49.5K