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
CPG
1426
Cornerstone Planning Group
New Jersey
$59.1K
SVWA
1427
Sarver Vrooman Wealth Advisors
Missouri
$58.8K
VEA
1428
Virtus ETF Advisers
New York
$58.2K
PMFA
1429
Plante Moran Financial Advisors
Michigan
$56.4K
LI
1430
LRI Investments
Florida
$55.5K
FFO
1431
Fortitude Family Office
Arizona
$55.3K
SO
1432
Sierra Ocean
California
$54.2K
NC
1433
NewSquare Capital
Pennsylvania
$52.5K
C
1434
Covestor
United Kingdom
$52K
EWP
1435
Elevation Wealth Partners
California
$51.9K
RWM
1436
RMG Wealth Management
Wisconsin
$51.2K
NRG
1437
Nemes Rush Group
Michigan
$51.1K
CAL
1438
Capital Advisors Ltd
Ohio
$51K
FUBT
1439
First United Bank & Trust
Maryland
$47.2K
SHIM
1440
Stone House Investment Management
Pennsylvania
$45K
BSB
1441
Bangor Savings Bank
Maine
$45K
Loomis, Sayles & Company
1442
Loomis, Sayles & Company
Massachusetts
$44.8K
BIA
1443
Bell Investment Advisors
California
$42.9K
RI
1444
Ridgewood Investments
New Jersey
$42.2K
CYG
1445
Clean Yield Group
Vermont
$42.2K
IFS
1446
Intelligent Financial Strategies
Minnesota
$41.3K
FPF
1447
First Pacific Financial
Washington
$40.9K
SL
1448
Salomon & Ludwin
Virginia
$40.4K
RL
1449
Rogco LP
Oklahoma
$40K
FWM
1450
FSA Wealth Management
Massachusetts
$39.8K