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
GIA
1451
GHP Investment Advisors
Colorado
$13.4K
1M
1452
1248 Management
Missouri
$13.4K
AW
1453
Avion Wealth
Texas
$13K
AFC
1454
Ares Financial Consulting
California
$13K
AWM
1455
Abound Wealth Management
Tennessee
$12.9K
ANBT
1456
American National Bank & Trust
Texas
$12.4K
NSIM
1457
North Star Investment Management
Illinois
$12.2K
FMB
1458
Field & Main Bank
Kentucky
$12.1K
NWM
1459
Navigoe Wealth Management
California
$12K
CWM
1460
Copia Wealth Management
Oregon
$11.5K
PK
1461
Pflug Koory
Nebraska
$11.3K
RFA
1462
Reyes Financial Architecture
California
$11.1K
RMP
1463
Richards, Merrill & Peterson
Washington
$10.9K
HFS
1464
Hughes Financial Services
Virginia
$10.2K
WWA
1465
Wealth Watch Advisors
Colorado
$10K
CTWM
1466
Cherry Tree Wealth Management
Minnesota
$9.83K
MGI
1467
Miller Global Investments
Texas
$9.83K
SGK
1468
Steigerwald Gordon & Koch
Virginia
$9.46K
NI
1469
NCP Inc
California
$9.28K
KFG
1470
Kingdom Financial Group
Arizona
$8.97K
Q1WB
1471
Quest 10 Wealth Builders
Virginia
$8.35K
IRC
1472
Investors Research Corp
Georgia
$8.35K
EPAM
1473
Evelyn Partners Asset Management
$8.35K
GAAM
1474
Guinness Atkinson Asset Management
California
$8.26K
RTL
1475
Red Tortoise LLC
Georgia
$7.98K