MRSH

Marsh

1,574 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, 525 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: 1,5681,574 (+6)

7% less capital invested

Capital invested by funds: $86.9B → $80.7B (-$6.27B)

18% less repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 640

Holders
1,574
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
OC
1501
Optima Capital
Oregon
$6.68K
DWM
1502
Dogwood Wealth Management
Kansas
$6.31K
TFM
1503
TFC Financial Management
Massachusetts
$6.31K
RWA
1504
Redmont Wealth Advisors
Illinois
$6.12K
CFM
1505
Cornerstone Financial Management
Massachusetts
$6.12K
CAL
1506
Capital Advisors Ltd
Ohio
$6K
TFGT
1507
TS Financial Group (TSFG)
Illinois
$6K
MWPCG
1508
Measured Wealth Private Client Group
New Hampshire
$5.94K
TFA
1509
Toth Financial Advisory
Virginia
$5.94K
OPTFSNA
1510
Old Point Trust & Financial Services N A
Virginia
$5.94K
BHWM
1511
Bay Harbor Wealth Management
Maryland
$5.94K
LWANC
1512
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.57K
DPW
1513
DiNuzzo Private Wealth
Pennsylvania
$5.38K
TCM
1514
Tradewinds Capital Management
Washington
$5.38K
ME
1515
McIlrath & Eck
Washington
$5.38K
TC
1516
Tacita Capital
Ontario, Canada
$5.38K
PWA
1517
Principia Wealth Advisory
Texas
$5.38K
ITIM
1518
Indiana Trust & Investment Management
Indiana
$5.2K
CMA
1519
Cedar Mountain Advisors
Oregon
$5.01K
VWA
1520
Valued Wealth Advisors
Utah
$4.89K
PWA
1521
Provenance Wealth Advisors
Florida
$4.45K
CWP
1522
Clark Wealth Partners
Illinois
$4.45K
PWMG
1523
Private Wealth Management Group
New Jersey
$4.27K
CFD
1524
Creative Financial Designs
Indiana
$4.27K
PS
1525
PayPay Securities
Japan
$4.27K