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
GWM
1351
Geneos Wealth Management
Colorado
$69.2K
NRG
1352
Nemes Rush Group
Michigan
$68.8K
TFA
1353
Transamerica Financial Advisors
Florida
$68.4K
AWA
1354
Acumen Wealth Advisors
Tennessee
$68.3K
DIP
1355
DT Investment Partners
Pennsylvania
$67.2K
SCM
1356
Silvant Capital Management
Georgia
$66.4K
RCM
1357
Raleigh Capital Management
North Carolina
$66.4K
PUI
1358
Purpose Unlimited Inc
$65.7K
APW
1359
Aventura Private Wealth
Florida
$65.1K
OP
1360
ORG Partners
Indiana
$64.6K
KFAS
1361
Keating Financial Advisory Services
Kansas
$63.3K
DWA
1362
Dougherty Wealth Advisers
Minnesota
$62K
PGAM
1363
Princeton Global Asset Management
New Jersey
$61.4K
WA
1364
WPG Advisers
Maryland
$60.9K
SIS
1365
Sound Income Strategies
Florida
$60.7K
TF
1366
Tompkins Financial
New York
$60.7K
GEA
1367
Glen Eagle Advisors
New Jersey
$60.4K
TWD
1368
True Wealth Design
Ohio
$58.1K
HWM
1369
HighMark Wealth Management
Minnesota
$57.1K
GKIM
1370
GW&K Investment Management
Massachusetts
$57K
STB
1371
S&T Bank
Pennsylvania
$56.6K
HWA
1372
Heritage Wealth Advisors
Virginia
$56.2K
PMFA
1373
Plante Moran Financial Advisors
Michigan
$55.7K
CCC
1374
Chelsea Counsel Company
California
$55.7K
GPI
1375
General Partner Inc
Pennsylvania
$55.3K