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
RL
1401
Rogco LP
Oklahoma
$34K
EW
1402
Elyxium Wealth
California
$33.9K
FFA
1403
Frazier Financial Advisors
Ohio
$33.6K
AFG
1404
Albion Financial Group
Utah
$33.4K
ADL
1405
Asset Dedication LLC
California
$33.4K
AG
1406
AmeriFlex Group
Nevada
$31.9K
CH
1407
Canton Hathaway
Rhode Island
$30.4K
SR
1408
Swiss Re
Switzerland
$29.5K
CHC
1409
City Holding Co
West Virginia
$29.1K
PB
1410
Pinnacle Bancorp
Nebraska
$28.8K
BIA
1411
Bell Investment Advisors
California
$28.6K
ACA
1412
Atlas Capital Advisors
Wyoming
$28K
DWA
1413
Delos Wealth Advisors
Texas
$27.5K
GSWM
1414
Golden State Wealth Management
California
$27.3K
KFP
1415
Kerr Financial Planning
California
$26.7K
SC
1416
Solstein Capital
California
$25K
AIA
1417
Aventus Investment Advisors
Florida
$24.1K
PSB
1418
Piscataqua Savings Bank
New Hampshire
$23.9K
LI
1419
LRI Investments
Florida
$23.2K
CI
1420
Clal Insurance
Israel
$23K
FFO
1421
Fortitude Family Office
Arizona
$21.9K
EF
1422
Entrust Financial
Pennsylvania
$21.5K
MAM
1423
Meeder Asset Management
Ohio
$21.1K
NAAA
1424
New Age Alpha Advisors
New York
$20.8K
KFI
1425
Key Financial Inc
Pennsylvania
$20.6K