MRSH

Marsh

1,574 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, 525 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: 1,5681,574 (+6)

7% less capital invested

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

18% less repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 640

Holders
1,574
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
MCA
1451
McGuire Capital Advisors
Oklahoma
$16.5K
MWM
1452
Mascoma Wealth Management
New Hampshire
$15.8K
BCM
1453
Boreal Capital Management
Florida
$15.4K
SEP
1454
Signature Equity Partners
Ohio
$14.4K
HWP
1455
Highline Wealth Partners
California
$14.1K
AP
1456
Aspect Partners
Virginia
$14.1K
CAL
1457
Capital Analysts LLC
Pennsylvania
$14K
OAJ
1458
Ogorek Anthony Joseph
New York
$14K
GWM
1459
Greenline Wealth Management
Florida
$13.9K
KG
1460
Kilter Group
New York
$13.7K
IWM
1461
IMG Wealth Management
Florida
$13.7K
WA
1462
Westfuller Advisors
New York
$13.5K
GIA
1463
GHP Investment Advisors
Colorado
$13.4K
1M
1464
1248 Management
Missouri
$13.4K
AW
1465
Avion Wealth
Texas
$13K
AFC
1466
Ares Financial Consulting
California
$13K
AWM
1467
Abound Wealth Management
Tennessee
$12.9K
ANBT
1468
American National Bank & Trust
Texas
$12.4K
NSIM
1469
North Star Investment Management
Illinois
$12.2K
FMB
1470
Field & Main Bank
Kentucky
$12.1K
NWM
1471
Navigoe Wealth Management
California
$12K
CWM
1472
Copia Wealth Management
Oregon
$11.5K
PK
1473
Pflug Koory
Nebraska
$11.3K
OCM
1474
Osbon Capital Management
Massachusetts
$11.3K
RFA
1475
Reyes Financial Architecture
California
$11.1K