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
PWMG
1476
Private Wealth Management Group
New Jersey
$24.3K
KFI
1477
Key Financial Inc
Pennsylvania
$23.2K
HHMI
1478
Howard Hughes Medical Institute
Maryland
$23.2K
ACM
1479
Accent Capital Management
Ohio
$22.7K
CWIG
1480
Chung Wu Investment Group
Texas
$22.3K
CTA
1481
Colonial Trust Advisors
South Carolina
$21.9K
CG
1482
Curat Global
New Hampshire
$21.9K
OAJ
1483
Ogorek Anthony Joseph
New York
$21K
W
1484
WealthCollab
Washington
$20.8K
AWM
1485
Activest Wealth Management
Florida
$20.3K
HNW
1486
High Note Wealth
Minnesota
$19.9K
DIP
1487
DT Investment Partners
Pennsylvania
$19.7K
BOJHT
1488
Bank of Jackson Hole Trust
Wyoming
$19.7K
SGC
1489
Slocum, Gordon & Co
Rhode Island
$19.7K
MFT
1490
Moisand Fitzgerald Tamayo
Florida
$19.5K
OC
1491
Oakworth Capital
Alabama
$18.6K
AP
1492
Atwood & Palmer
Missouri
$17.7K
MMCM
1493
Murphy & Mullick Capital Management
New York
$17.5K
CA
1494
Crewe Advisors
Utah
$17.5K
MWM
1495
Mascoma Wealth Management
New Hampshire
$17.1K
GIA
1496
GHP Investment Advisors
Colorado
$16.6K
SIC
1497
Salem Investment Counselors
North Carolina
$16.6K
NC
1498
North Capital
Utah
$16.4K
SC
1499
Steph & Co
Wisconsin
$15.5K
UCB
1500
United Community Bank
South Carolina
$15.5K