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
NRG
1351
Nemes Rush Group
Michigan
$68.8K
TFA
1352
Transamerica Financial Advisors
Florida
$68.4K
AWA
1353
Acumen Wealth Advisors
Tennessee
$68.3K
DIP
1354
DT Investment Partners
Pennsylvania
$67.2K
SCM
1355
Silvant Capital Management
Georgia
$66.4K
RCM
1356
Raleigh Capital Management
North Carolina
$66.4K
PUI
1357
Purpose Unlimited Inc
$65.7K
APW
1358
Aventura Private Wealth
Florida
$65.1K
OP
1359
ORG Partners
Indiana
$64.6K
KFAS
1360
Keating Financial Advisory Services
Kansas
$63.3K
DWA
1361
Dougherty Wealth Advisers
Minnesota
$62K
PGAM
1362
Princeton Global Asset Management
New Jersey
$61.4K
WA
1363
WPG Advisers
Maryland
$60.9K
SIS
1364
Sound Income Strategies
Florida
$60.7K
TF
1365
Tompkins Financial
New York
$60.7K
GEA
1366
Glen Eagle Advisors
New Jersey
$60.4K
TWD
1367
True Wealth Design
Ohio
$58.1K
HWM
1368
HighMark Wealth Management
Minnesota
$57.1K
GKIM
1369
GW&K Investment Management
Massachusetts
$57K
STB
1370
S&T Bank
Pennsylvania
$56.6K
HWA
1371
Heritage Wealth Advisors
Virginia
$56.2K
PMFA
1372
Plante Moran Financial Advisors
Michigan
$55.7K
CCC
1373
Chelsea Counsel Company
California
$55.7K
GPI
1374
General Partner Inc
Pennsylvania
$55.3K
WB
1375
Webster Bank
Connecticut
$55.1K