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
OP
1376
ORG Partners
Indiana
$101K
JGIA
1377
Jackson Grant Investment Advisers
Connecticut
$101K
HIA
1378
Harbor Investment Advisory
Maryland
$99.5K
CCA
1379
Catalyst Capital Advisors
New York
$99K
HC
1380
Hara Capital
Washington
$99K
ICM
1381
Islay Capital Management
Texas
$98.4K
SC
1382
SouthState Corp
Florida
$96.6K
MDA
1383
Minot DeBlois Advisors
Massachusetts
$92.9K
RFG
1384
REAP Financial Group
Texas
$92.3K
EPIMS
1385
Evelyn Partners Investment Management Services
$91.8K
OIAM
1386
OFI Invest Asset Management
France
$91.3K
KA
1387
Kozak & Associates
Colorado
$90.5K
DFA
1388
DHJJ Financial Advisors
Illinois
$89.6K
NECFA
1389
New England Capital Financial Advisors
Connecticut
$89.1K
MAM
1390
Morse Asset Management
Connecticut
$88.5K
RTC
1391
Riverview Trust Company
Washington
$87.5K
RCM
1392
Raleigh Capital Management
North Carolina
$84.2K
DI
1393
DAGCO Inc
Ohio
$83.5K
AA
1394
Addison Advisors
Vermont
$83.3K
SCA
1395
Stuart Chaussee & Associates
California
$81.8K
CWM
1396
Centricity Wealth Management
Ohio
$81.3K
APW
1397
Aventura Private Wealth
Florida
$81.1K
M
1398
MOTCO
Texas
$79.3K
SCM
1399
Silvant Capital Management
Georgia
$78.3K
SIS
1400
Sound Income Strategies
Florida
$77.8K