MRSH

Marsh

1,573 hedge funds and large institutions have $80.7B invested in Marsh in 2025 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 524 increasing their positions, 640 reducing their positions, and 169 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% more funds holding

Funds holding: 1,5671,573 (+6)

7% less capital invested

Capital invested by funds: $86.9B → $80.7B (-$6.27B)

18% less repeat investments, than reductions

Existing positions increased: 524 | Existing positions reduced: 640

Holders
1,573
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
AIA
1426
Aventus Investment Advisors
Florida
$24.1K
PSB
1427
Piscataqua Savings Bank
New Hampshire
$23.9K
LI
1428
LRI Investments
Florida
$23.2K
CI
1429
Clal Insurance
Israel
$23K
FFO
1430
Fortitude Family Office
Arizona
$21.9K
EF
1431
Entrust Financial
Pennsylvania
$21.5K
MAM
1432
Meeder Asset Management
Ohio
$21.1K
NAAA
1433
New Age Alpha Advisors
New York
$20.8K
KFI
1434
Key Financial Inc
Pennsylvania
$20.6K
HNW
1435
High Note Wealth
Minnesota
$19.9K
HHMI
1436
Howard Hughes Medical Institute
Maryland
$19.7K
LWMI
1437
Legacy Wealth Management (Idaho)
Idaho
$19.1K
CIA
1438
Cape Investment Advisory
Georgia
$19.1K
GAFA
1439
Garton & Associates Financial Advisors
Kentucky
$19K
CWIG
1440
Chung Wu Investment Group
Texas
$18.9K
CTA
1441
Colonial Trust Advisors
South Carolina
$18.6K
CG
1442
Curat Global
New Hampshire
$18.6K
TCM
1443
TD Capital Management
Tennessee
$18.5K
W
1444
WealthCollab
Washington
$17.6K
TC
1445
Truvestments Capital
Florida
$17.3K
LAS
1446
Lloyd Advisory Services
Georgia
$16.9K
UCB
1447
United Community Bank
South Carolina
$16.7K
SC
1448
Steph & Co
Wisconsin
$16.7K
MFT
1449
Moisand Fitzgerald Tamayo
Florida
$16.5K
MCA
1450
McGuire Capital Advisors
Oklahoma
$16.5K