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
HFS
1476
Hughes Financial Services
Virginia
$10.2K
WWA
1477
Wealth Watch Advisors
Colorado
$10K
CTWM
1478
Cherry Tree Wealth Management
Minnesota
$9.83K
MGI
1479
Miller Global Investments
Texas
$9.83K
SGK
1480
Steigerwald Gordon & Koch
Virginia
$9.46K
NI
1481
NCP Inc
California
$9.28K
KFG
1482
Kingdom Financial Group
Arizona
$8.97K
Q1WB
1483
Quest 10 Wealth Builders
Virginia
$8.35K
EPAM
1484
Evelyn Partners Asset Management
$8.35K
IRC
1485
Investors Research Corp
Georgia
$8.35K
GAAM
1486
Guinness Atkinson Asset Management
California
$8.26K
RTL
1487
Red Tortoise LLC
Georgia
$7.98K
PB
1488
Prosperity Bancshares
Texas
$7.98K
AP
1489
Atwood & Palmer
Missouri
$7.79K
JGCM
1490
Joseph Group Capital Management
Ohio
$7.79K
OA
1491
Operose Advisors
Wisconsin
$7.61K
SS
1492
Sunbelt Securities
Texas
$7.61K
SIC
1493
SJS Investment Consulting
Ohio
$7.42K
WCM
1494
Westend Capital Management
California
$7.42K
WAG
1495
Wilkerson Advisory Group
Missouri
$7.42K
TPBG
1496
Turning Point Benefit Group
Maryland
$7.42K
BL
1497
BFSG LLC
California
$7.24K
CBT
1498
Crews Bank & Trust
Florida
$7.24K
RA
1499
Ransom Advisory
Rhode Island
$7.05K
OC
1500
Optima Capital
Oregon
$6.68K