MRSH

Marsh

1,597 hedge funds and large institutions have $96.9B invested in Marsh in 2025 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 615 increasing their positions, 589 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

1% less funds holding

Funds holding: 1,6111,597 (-14)

9% less capital invested

Capital invested by funds: $106B → $96.9B (-$9.56B)

47% less funds holding in top 10

Funds holding in top 10: 3619 (-17)

Holders
1,597
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$154M
Puts
$123M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
1351
Bruce G. Allen Investments
Colorado
$142K
NWM
1352
Nova Wealth Management
Florida
$141K
CIM
1353
CCLA Investment Management
United Kingdom
$140K
AGWCA
1354
Annis Gardner Whiting Capital Advisors
Florida
$136K
PCFFS
1355
Pacific Center for Financial Services
California
$134K
MHR
1356
Matthew Hamilton Rosenberg
$134K
TFIPS
1357
Towarzystwo Funduszy Inwestycyjnych PZU SA
$133K
MME
1358
Meag Munich Ergo
Germany
$133K
PPC
1359
Park Place Capital
Alabama
$132K
MSWM
1360
Mowery & Schoenfeld Wealth Management
Illinois
$127K
AAG
1361
Armstrong Advisory Group
Massachusetts
$122K
WTA
1362
Washington Trust Advisors
Massachusetts
$120K
WA
1363
WPG Advisers
Maryland
$118K
AIM
1364
Anchor Investment Management
South Carolina
$116K
JFGIW
1365
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$115K
WA
1366
Whipplewood Advisors
Colorado
$111K
SOW
1367
State of Wyoming
Wyoming
$111K
SS
1368
SBI Securities
Japan
$110K
TF
1369
Tompkins Financial
New York
$110K
MPW
1370
MASECO Private Wealth
$106K
S
1371
Sachetta
Massachusetts
$106K
PAI
1372
Pittenger & Anderson Inc
Nebraska
$105K
RFS
1373
Richardson Financial Services
Massachusetts
$104K
BCMLT
1374
Beacon Capital Management LLC (Tennessee)
Tennessee
$102K
USB
1375
Union Savings Bank
Connecticut
$102K