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
HNW
1426
High Note Wealth
Minnesota
$19.9K
HHMI
1427
Howard Hughes Medical Institute
Maryland
$19.7K
LWMI
1428
Legacy Wealth Management (Idaho)
Idaho
$19.1K
CIA
1429
Cape Investment Advisory
Georgia
$19.1K
GAFA
1430
Garton & Associates Financial Advisors
Kentucky
$19K
CWIG
1431
Chung Wu Investment Group
Texas
$18.9K
CG
1432
Curat Global
New Hampshire
$18.6K
CTA
1433
Colonial Trust Advisors
South Carolina
$18.6K
TCM
1434
TD Capital Management
Tennessee
$18.5K
W
1435
WealthCollab
Washington
$17.6K
TC
1436
Truvestments Capital
Florida
$17.3K
LAS
1437
Lloyd Advisory Services
Georgia
$16.9K
UCB
1438
United Community Bank
South Carolina
$16.7K
SC
1439
Steph & Co
Wisconsin
$16.7K
MFT
1440
Moisand Fitzgerald Tamayo
Florida
$16.5K
MCA
1441
McGuire Capital Advisors
Oklahoma
$16.5K
MWM
1442
Mascoma Wealth Management
New Hampshire
$15.8K
BCM
1443
Boreal Capital Management
Florida
$15.4K
SEP
1444
Signature Equity Partners
Ohio
$14.4K
HWP
1445
Highline Wealth Partners
California
$14.1K
AP
1446
Aspect Partners
Virginia
$14.1K
CAL
1447
Capital Analysts LLC
Pennsylvania
$14K
OAJ
1448
Ogorek Anthony Joseph
New York
$14K
GWM
1449
Greenline Wealth Management
Florida
$13.9K
KG
1450
Kilter Group
New York
$13.7K