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
VWA
1526
Valued Wealth Advisors
Utah
$9.21K
CT
1527
Coastline Trust
Rhode Island
$9.18K
BFS
1528
Bare Financial Services
Pennsylvania
$9.18K
OA
1529
Operose Advisors
Wisconsin
$8.96K
MWM
1530
MorganRosel Wealth Management
Colorado
$8.96K
WCM
1531
Westend Capital Management
California
$8.75K
BL
1532
BFSG LLC
California
$8.53K
CBT
1533
Crews Bank & Trust
Florida
$8.53K
ABWM
1534
Alpine Bank Wealth Management
Colorado
$8.31K
TWD
1535
True Wealth Design
Ohio
$8.13K
RAM
1536
Riggs Asset Management
Pennsylvania
$8.09K
TFGT
1537
TS Financial Group (TSFG)
Illinois
$8K
TFM
1538
TFC Financial Management
Massachusetts
$7.87K
BCM
1539
Boreal Capital Management
Florida
$7.87K
GWSG
1540
GPS Wealth Strategies Group
Colorado
$7.54K
RWA
1541
Redmont Wealth Advisors
Illinois
$7.21K
DPW
1542
DiNuzzo Private Wealth
Pennsylvania
$7K
WCM
1543
WealthTrak Capital Management
Virginia
$7K
VWA
1544
VSM Wealth Advisory
Maryland
$7K
FWA
1545
Flagship Wealth Advisors
Massachusetts
$6.56K
TC
1546
Tacita Capital
Ontario, Canada
$6.34K
ME
1547
McIlrath & Eck
Washington
$6.34K
GWSA
1548
Global Wealth Strategies & Associates
Colorado
$5.9K
TFA
1549
Toth Financial Advisory
Virginia
$5.47K
CWA
1550
Carolina Wealth Advisors
South Carolina
$5.47K