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
AP
1501
Aspect Partners
Virginia
$15.3K
AWM
1502
Abound Wealth Management
Tennessee
$15.2K
FMB
1503
Field & Main Bank
Kentucky
$14.2K
AW
1504
Avion Wealth
Texas
$14K
T
1505
Transce3nd
Texas
$13.8K
CWM
1506
Copia Wealth Management
Oregon
$13.6K
PCM
1507
Perritt Capital Management
Illinois
$13.3K
PK
1508
Pflug Koory
Nebraska
$13.3K
EWM
1509
Evermay Wealth Management
Virginia
$12K
RCM
1510
Richardson Capital Management
Wisconsin
$12K
IWM
1511
IMG Wealth Management
Florida
$12K
CAM
1512
Creekmur Asset Management
Illinois
$11.8K
CI
1513
Clal Insurance
Israel
$11K
CFD
1514
Creative Financial Designs
Indiana
$10.5K
NCM
1515
Northwest Capital Management
Oregon
$10.5K
BI
1516
Binnacle Investments
Iowa
$10.5K
HFS
1517
Hughes Financial Services
Virginia
$10.2K
IRC
1518
Investors Research Corp
Georgia
$9.84K
RDFA
1519
Ritter Daniher Financial Advisory
Ohio
$9.84K
CIAS
1520
CBIZ Investment Advisory Services
Ohio
$9.84K
KG
1521
Kilter Group
New York
$9.84K
HWM
1522
Horizons Wealth Management
North Carolina
$9.62K
RTL
1523
Red Tortoise LLC
Georgia
$9.4K
PWA
1524
Principia Wealth Advisory
Texas
$9.4K
PP
1525
Pacifica Partners
Canada
$9.33K