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
MWM
1451
Mascoma Wealth Management
New Hampshire
$15.8K
BCM
1452
Boreal Capital Management
Florida
$15.4K
SEP
1453
Signature Equity Partners
Ohio
$14.4K
HWP
1454
Highline Wealth Partners
California
$14.1K
AP
1455
Aspect Partners
Virginia
$14.1K
CAL
1456
Capital Analysts LLC
Pennsylvania
$14K
OAJ
1457
Ogorek Anthony Joseph
New York
$14K
GWM
1458
Greenline Wealth Management
Florida
$13.9K
KG
1459
Kilter Group
New York
$13.7K
IWM
1460
IMG Wealth Management
Florida
$13.7K
WA
1461
Westfuller Advisors
New York
$13.5K
GIA
1462
GHP Investment Advisors
Colorado
$13.4K
1M
1463
1248 Management
Missouri
$13.4K
AW
1464
Avion Wealth
Texas
$13K
AFC
1465
Ares Financial Consulting
California
$13K
AWM
1466
Abound Wealth Management
Tennessee
$12.9K
ANBT
1467
American National Bank & Trust
Texas
$12.4K
NSIM
1468
North Star Investment Management
Illinois
$12.2K
FMB
1469
Field & Main Bank
Kentucky
$12.1K
NWM
1470
Navigoe Wealth Management
California
$12K
CWM
1471
Copia Wealth Management
Oregon
$11.5K
PK
1472
Pflug Koory
Nebraska
$11.3K
OCM
1473
Osbon Capital Management
Massachusetts
$11.3K
RFA
1474
Reyes Financial Architecture
California
$11.1K
RMP
1475
Richards, Merrill & Peterson
Washington
$10.9K