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
KIM
1401
Kestra Investment Management
Texas
$75.7K
HWA
1402
Heritage Wealth Advisors
Virginia
$73.7K
DWA
1403
Dougherty Wealth Advisers
Minnesota
$73K
AT
1404
Arlington Trust
Alabama
$72.6K
SSG
1405
Summit Securities Group
New York
$72.6K
PSFG
1406
Park Square Financial Group
Georgia
$72.2K
WB
1407
Webster Bank
Connecticut
$71.7K
MAM
1408
Meeder Asset Management
Ohio
$71.5K
TPWA
1409
Twin Peaks Wealth Advisors
California
$67.5K
HWM
1410
HighMark Wealth Management
Minnesota
$67.2K
STB
1411
S&T Bank
Pennsylvania
$66.7K
CA
1412
CoreCap Advisors
Michigan
$65.8K
CCC
1413
Chelsea Counsel Company
California
$65.6K
TIM
1414
Tortoise Investment Management
New York
$65.6K
CSC
1415
Caldwell Sutter Capital
California
$65.6K
GPI
1416
General Partner Inc
Pennsylvania
$65.2K
CIAM
1417
Caitong International Asset Management
Hong Kong
$65.2K
DF
1418
Dunhill Financial
United Kingdom
$63.7K
TCA
1419
Trifecta Capital Advisors
Illinois
$63.2K
PCTC
1420
Perkins Coie Trust Company
Washington
$62.5K
GEA
1421
Glen Eagle Advisors
New Jersey
$62.1K
RA
1422
Rise Advisors
New York
$61.4K
IHWM
1423
Iron Horse Wealth Management
Iowa
$61K
GKIM
1424
GW&K Investment Management
Massachusetts
$61K
PWA
1425
Physician Wealth Advisors
Utah
$59.7K