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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
VR
1501
Vision Retirement
New Jersey
$7.86K +$7.85K +42 New
AP
1502
Atwood & Palmer
Missouri
$7.79K
JGCM
1503
Joseph Group Capital Management
Ohio
$7.79K +$7.85K +42 New
OA
1504
Operose Advisors
Wisconsin
$7.61K
SS
1505
Sunbelt Securities
Texas
$7.61K +$2.99K +16 +64%
SIC
1506
SJS Investment Consulting
Ohio
$7.42K -$7.85K -42 -51%
WCM
1507
Westend Capital Management
California
$7.42K
WAG
1508
Wilkerson Advisory Group
Missouri
$7.42K +$7.48K +40 New
TPBG
1509
Turning Point Benefit Group
Maryland
$7.42K +$7.1K +38 +1,900%
BL
1510
BFSG LLC
California
$7.24K
CBT
1511
Crews Bank & Trust
Florida
$7.24K
RA
1512
Ransom Advisory
Rhode Island
$7.05K +$7.1K +38 New
OC
1513
Optima Capital
Oregon
$6.68K +$6.73K +36 New
DWM
1514
Dogwood Wealth Management
Kansas
$6.31K -$23.4K -125 -79%
TFM
1515
TFC Financial Management
Massachusetts
$6.31K -$374 -2 -6%
RWA
1516
Redmont Wealth Advisors
Illinois
$6.12K
CFM
1517
Cornerstone Financial Management
Massachusetts
$6.12K +$6.17K +33 New
CAL
1518
Capital Advisors Ltd
Ohio
$6K -$27.5K -147 -81%
TFGT
1519
TS Financial Group (TSFG)
Illinois
$6K
MWPCG
1520
Measured Wealth Private Client Group
New Hampshire
$5.94K
TFA
1521
Toth Financial Advisory
Virginia
$5.94K +$1.31K +7 +28%
OPTFSNA
1522
Old Point Trust & Financial Services N A
Virginia
$5.94K +$5.98K +32 New
BHWM
1523
Bay Harbor Wealth Management
Maryland
$5.94K +$2.8K +15 +88%
LWANC
1524
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.57K +$5.61K +30 New
DPW
1525
DiNuzzo Private Wealth
Pennsylvania
$5.38K -$561 -3 -9%