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
CPG
1376
Cornerstone Planning Group
New Jersey
$49.4K
JWA
1377
JFS Wealth Advisors
Pennsylvania
$49.3K
CA
1378
CoreCap Advisors
Michigan
$49.3K
SVWA
1379
Sarver Vrooman Wealth Advisors
Missouri
$48.6K
EWP
1380
Elevation Wealth Partners
California
$46.8K
TCA
1381
Trifecta Capital Advisors
Illinois
$46.4K
VT
1382
Volterra Technologies
New York
$46.2K
WIM
1383
Westside Investment Management
California
$45.8K
UOTTAIMCU
1384
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$45.1K
RWM
1385
Rialto Wealth Management
New York
$41.4K
MB
1386
MidFirst Bank
Oklahoma
$40.6K
BSB
1387
Bangor Savings Bank
Maine
$38.2K
C
1388
Covestor
United Kingdom
$38K
HDIM
1389
Hanson & Doremus Investment Management
Vermont
$38K
AWM
1390
Activest Wealth Management
Florida
$37.8K
Loomis, Sayles & Company
1391
Loomis, Sayles & Company
Massachusetts
$37.5K
CIAS
1392
CBIZ Investment Advisory Services
Ohio
$37.3K
SGL
1393
Sankala Group LLC
Colorado
$37.2K
KAS
1394
Kemnay Advisory Services
New York
$36.2K
CYG
1395
Clean Yield Group
Vermont
$35.8K
NL
1396
Navalign LLC
California
$35.5K
SHIM
1397
Stone House Investment Management
Pennsylvania
$35.2K
FPF
1398
First Pacific Financial
Washington
$35K
OC
1399
Oakworth Capital
Alabama
$34.5K
FUBT
1400
First United Bank & Trust
Maryland
$34.3K