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MRSH

Marsh

1,586 hedge funds and large institutions have $80.9B invested in Marsh in 2025 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 526 increasing their positions, 642 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $131M | Put options by funds: $78.7M

27% more first-time investments, than exits

New positions opened: 215 | Existing positions closed: 169

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

0.98% more ownership

Funds ownership: 87.98%88.96% (+0.98%)

1% more funds holding

Funds holding: 1,5721,586 (+14)

7% less capital invested

Capital invested by funds: $87.2B → $80.9B (-$6.27B)

18% less repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 642

Holders
1,586
Holders Change
+14
Holders Change %
+0.89%
% of All Funds
19.29%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.22%
New
215
Increased
526
Reduced
642
Closed
169
Calls
$131M
Puts
$78.7M
Net Calls
+$52.7M
Net Calls Change
+$40.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
1476
Avion Wealth
Texas
$13K -$1.68K -9 -11%
AFC
1477
Ares Financial Consulting
California
$13K +$13.1K +70 New
AWM
1478
Abound Wealth Management
Tennessee
$12.9K
ANBT
1479
American National Bank & Trust
Texas
$12.4K +$6.36K +34 +103%
NSIM
1480
North Star Investment Management
Illinois
$12.2K +$8.41K +45 +214%
FMB
1481
Field & Main Bank
Kentucky
$12.1K
NWM
1482
Navigoe Wealth Management
California
$12K
CWM
1483
Copia Wealth Management
Oregon
$11.5K
PK
1484
Pflug Koory
Nebraska
$11.3K
OCM
1485
Osbon Capital Management
Massachusetts
$11.3K +$11.4K +61 New
RFA
1486
Reyes Financial Architecture
California
$11.1K +$11.2K +60 New
RMP
1487
Richards, Merrill & Peterson
Washington
$10.9K +$11K +59 New
HFS
1488
Hughes Financial Services
Virginia
$10.2K +$2.43K +13 +31%
WWA
1489
Wealth Watch Advisors
Colorado
$10K -$1.12K -6 -10%
CTWM
1490
Cherry Tree Wealth Management
Minnesota
$9.83K -$12.9K -69 -57%
MGI
1491
Miller Global Investments
Texas
$9.83K +$9.91K +53 New
SGK
1492
Steigerwald Gordon & Koch
Virginia
$9.46K +$9.53K +51 New
NI
1493
NCP Inc
California
$9.28K +$9.35K +50 New
KFG
1494
Kingdom Financial Group
Arizona
$8.97K +$8.97K +48 New
Q1WB
1495
Quest 10 Wealth Builders
Virginia
$8.35K -$374 -2 -4%
EPAM
1496
Evelyn Partners Asset Management
$8.35K
IRC
1497
Investors Research Corp
Georgia
$8.35K
GAAM
1498
Guinness Atkinson Asset Management
California
$8.26K +$8.22K +44 New
RTL
1499
Red Tortoise LLC
Georgia
$7.98K
PB
1500
Prosperity Bancshares
Texas
$7.98K +$8.04K +43 New