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
WB
1376
Webster Bank
Connecticut
$55.1K
DF
1377
Dunhill Financial
United Kingdom
$53.8K
MFP
1378
Meramec Financial Planners
Missouri
$53.2K
PCTC
1379
Perkins Coie Trust Company
Washington
$53.1K
M
1380
MOTCO
Texas
$52.7K
TCM
1381
Triumph Capital Management
Colorado
$51.1K
MIFH
1382
Migdal Insurance & Financial Holdings
Israel
$51K
JSAM
1383
J. Safra Asset Management
New York
$49.5K
CPG
1384
Cornerstone Planning Group
New Jersey
$49.4K
JWA
1385
JFS Wealth Advisors
Pennsylvania
$49.3K
CA
1386
CoreCap Advisors
Michigan
$49.3K
SVWA
1387
Sarver Vrooman Wealth Advisors
Missouri
$48.6K
EWP
1388
Elevation Wealth Partners
California
$46.8K
TCA
1389
Trifecta Capital Advisors
Illinois
$46.4K
VT
1390
Volterra Technologies
New York
$46.2K
WIM
1391
Westside Investment Management
California
$45.8K
UOTTAIMCU
1392
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$45.1K
RWM
1393
Rialto Wealth Management
New York
$41.4K
MB
1394
MidFirst Bank
Oklahoma
$40.6K
BSB
1395
Bangor Savings Bank
Maine
$38.2K
C
1396
Covestor
United Kingdom
$38K
HDIM
1397
Hanson & Doremus Investment Management
Vermont
$38K
AWM
1398
Activest Wealth Management
Florida
$37.8K
Loomis, Sayles & Company
1399
Loomis, Sayles & Company
Massachusetts
$37.5K
CIAS
1400
CBIZ Investment Advisory Services
Ohio
$37.3K