MRSH

Marsh

1,561 hedge funds and large institutions have $80.4B invested in Marsh in 2025 Q4 according to their latest regulatory filings, with 200 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: 1,5661,561 (-5)

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
1,561
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
EW
1401
Elyxium Wealth
California
$33.9K
FFA
1402
Frazier Financial Advisors
Ohio
$33.6K
AFG
1403
Albion Financial Group
Utah
$33.4K
ADL
1404
Asset Dedication LLC
California
$33.4K
AG
1405
AmeriFlex Group
Nevada
$31.9K
CH
1406
Canton Hathaway
Rhode Island
$30.4K
SR
1407
Swiss Re
Switzerland
$29.5K
CHC
1408
City Holding Co
West Virginia
$29.1K
PB
1409
Pinnacle Bancorp
Nebraska
$28.8K
BIA
1410
Bell Investment Advisors
California
$28.6K
ACA
1411
Atlas Capital Advisors
Wyoming
$28K
DWA
1412
Delos Wealth Advisors
Texas
$27.5K
GSWM
1413
Golden State Wealth Management
California
$27.3K
KFP
1414
Kerr Financial Planning
California
$26.7K
SC
1415
Solstein Capital
California
$25K
AIA
1416
Aventus Investment Advisors
Florida
$24.1K
PSB
1417
Piscataqua Savings Bank
New Hampshire
$23.9K
LI
1418
LRI Investments
Florida
$23.2K
CI
1419
Clal Insurance
Israel
$23K
FFO
1420
Fortitude Family Office
Arizona
$21.9K
EF
1421
Entrust Financial
Pennsylvania
$21.5K
MAM
1422
Meeder Asset Management
Ohio
$21.1K
NAAA
1423
New Age Alpha Advisors
New York
$20.8K
KFI
1424
Key Financial Inc
Pennsylvania
$20.6K
HNW
1425
High Note Wealth
Minnesota
$19.9K