MRSH

Marsh

1,559 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, 519 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: 1,5661,559 (-7)

8% less capital invested

Capital invested by funds: $86.9B → $80.4B (-$6.53B)

19% less repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 642

Holders
1,559
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
AP
1476
Atwood & Palmer
Missouri
$7.79K
JGCM
1477
Joseph Group Capital Management
Ohio
$7.79K
OA
1478
Operose Advisors
Wisconsin
$7.61K
SS
1479
Sunbelt Securities
Texas
$7.61K
SIC
1480
SJS Investment Consulting
Ohio
$7.42K
WCM
1481
Westend Capital Management
California
$7.42K
WAG
1482
Wilkerson Advisory Group
Missouri
$7.42K
TPBG
1483
Turning Point Benefit Group
Maryland
$7.42K
BL
1484
BFSG LLC
California
$7.24K
CBT
1485
Crews Bank & Trust
Florida
$7.24K
RA
1486
Ransom Advisory
Rhode Island
$7.05K
OC
1487
Optima Capital
Oregon
$6.68K
DWM
1488
Dogwood Wealth Management
Kansas
$6.31K
TFM
1489
TFC Financial Management
Massachusetts
$6.31K
RWA
1490
Redmont Wealth Advisors
Illinois
$6.12K
CFM
1491
Cornerstone Financial Management
Massachusetts
$6.12K
CAL
1492
Capital Advisors Ltd
Ohio
$6K
TFGT
1493
TS Financial Group (TSFG)
Illinois
$6K
MWPCG
1494
Measured Wealth Private Client Group
New Hampshire
$5.94K
TFA
1495
Toth Financial Advisory
Virginia
$5.94K
OPTFSNA
1496
Old Point Trust & Financial Services N A
Virginia
$5.94K
BHWM
1497
Bay Harbor Wealth Management
Maryland
$5.94K
LWANC
1498
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.57K
DPW
1499
DiNuzzo Private Wealth
Pennsylvania
$5.38K
TCM
1500
Tradewinds Capital Management
Washington
$5.38K