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
FFA
1451
Frazier Financial Advisors
Ohio
$39.7K
AFG
1452
Albion Financial Group
Utah
$39.4K
AIM
1453
Access Investment Management
Georgia
$39.1K
AG
1454
AmeriFlex Group
Nevada
$38.5K
SC
1455
Solstein Capital
California
$38.3K
CAL
1456
Capital Analysts LLC
Pennsylvania
$38K
GC
1457
Garde Capital
Washington
$37.4K
TCM
1458
TD Capital Management
Tennessee
$36.4K
HDIM
1459
Hanson & Doremus Investment Management
Vermont
$36K
CH
1460
Canton Hathaway
Rhode Island
$36K
JWA
1461
JFS Wealth Advisors
Pennsylvania
$35K
ADL
1462
Asset Dedication LLC
California
$33.7K
ITIM
1463
Indiana Trust & Investment Management
Indiana
$33K
ACA
1464
Atlas Capital Advisors
Wyoming
$33K
DWA
1465
Delos Wealth Advisors
Texas
$32.4K
GSWM
1466
Golden State Wealth Management
California
$31.9K
CIR
1467
Clear Investment Research
Georgia
$30.6K
NL
1468
NVWM LLC
Pennsylvania
$30.4K
WIM
1469
Westside Investment Management
California
$30.3K
HT
1470
Headlands Technologies
Illinois
$29.3K
AIA
1471
Aventus Investment Advisors
Florida
$28.4K
PSB
1472
Piscataqua Savings Bank
New Hampshire
$28.2K
Q1WB
1473
Quest 10 Wealth Builders
Virginia
$26.9K
CTWM
1474
Cherry Tree Wealth Management
Minnesota
$26.7K
SS
1475
Sunbelt Securities
Texas
$25.1K