MRSH

Marsh

1,560 hedge funds and large institutions have $80.4B invested in Marsh in 2025 Q4 according to their latest regulatory filings, with 199 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: 1,5661,560 (-6)

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
1,560
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
LWMI
1426
Legacy Wealth Management (Idaho)
Idaho
$19.1K
CIA
1427
Cape Investment Advisory
Georgia
$19.1K
GAFA
1428
Garton & Associates Financial Advisors
Kentucky
$19K
CWIG
1429
Chung Wu Investment Group
Texas
$18.9K
CTA
1430
Colonial Trust Advisors
South Carolina
$18.6K
CG
1431
Curat Global
New Hampshire
$18.6K
TCM
1432
TD Capital Management
Tennessee
$18.5K
W
1433
WealthCollab
Washington
$17.6K
TC
1434
Truvestments Capital
Florida
$17.3K
LAS
1435
Lloyd Advisory Services
Georgia
$16.9K
UCB
1436
United Community Bank
South Carolina
$16.7K
SC
1437
Steph & Co
Wisconsin
$16.7K
MFT
1438
Moisand Fitzgerald Tamayo
Florida
$16.5K
MCA
1439
McGuire Capital Advisors
Oklahoma
$16.5K
MWM
1440
Mascoma Wealth Management
New Hampshire
$15.8K
BCM
1441
Boreal Capital Management
Florida
$15.4K
SEP
1442
Signature Equity Partners
Ohio
$14.4K
HWP
1443
Highline Wealth Partners
California
$14.1K
AP
1444
Aspect Partners
Virginia
$14.1K
CAL
1445
Capital Analysts LLC
Pennsylvania
$14K
OAJ
1446
Ogorek Anthony Joseph
New York
$14K
GWM
1447
Greenline Wealth Management
Florida
$13.9K
KG
1448
Kilter Group
New York
$13.7K
IWM
1449
IMG Wealth Management
Florida
$13.7K
WA
1450
Westfuller Advisors
New York
$13.5K