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
ME
1501
McIlrath & Eck
Washington
$5.38K
TC
1502
Tacita Capital
Ontario, Canada
$5.38K
PWA
1503
Principia Wealth Advisory
Texas
$5.38K
ITIM
1504
Indiana Trust & Investment Management
Indiana
$5.2K
CMA
1505
Cedar Mountain Advisors
Oregon
$5.01K
VWA
1506
Valued Wealth Advisors
Utah
$4.89K
PWA
1507
Provenance Wealth Advisors
Florida
$4.45K
CWP
1508
Clark Wealth Partners
Illinois
$4.45K
PWMG
1509
Private Wealth Management Group
New Jersey
$4.27K
CFD
1510
Creative Financial Designs
Indiana
$4.27K
PS
1511
PayPay Securities
Japan
$4.27K
TM
1512
Torren Management
California
$4.27K
SFS
1513
Sunrise Financial Services
Washington
$4.08K
QA
1514
Quattro Advisors
Pennsylvania
$3.74K
WWM
1515
Wolff Wiese Magana
California
$3.71K
FCAS
1516
First Command Advisory Services
Texas
$3.71K
UFPG
1517
United Financial Planning Group
New York
$3.71K
SFG
1518
Strive Financial Group
Indiana
$3.71K
PP
1519
Pacifica Partners
Canada
$3.65K
GWSA
1520
Global Wealth Strategies & Associates
Colorado
$3.56K
BFS
1521
Bare Financial Services
Pennsylvania
$3.52K
PMIM
1522
Prudent Man Investment Management
Colorado
$3.52K
YP
1523
YANKCOM Partnership
South Dakota
$3.52K
BCPWM
1524
Bradley & Co Private Wealth Management
Florida
$3.52K
AIC
1525
Archer Investment Corporation
Indiana
$2.97K