MRSH

Marsh

1,573 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, 524 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: 1,5671,573 (+6)

7% less capital invested

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

18% less repeat investments, than reductions

Existing positions increased: 524 | Existing positions reduced: 640

Holders
1,573
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
SFS
1526
Sunrise Financial Services
Washington
$4.08K
QA
1527
Quattro Advisors
Pennsylvania
$3.74K
WWM
1528
Wolff Wiese Magana
California
$3.71K
FCAS
1529
First Command Advisory Services
Texas
$3.71K
UFPG
1530
United Financial Planning Group
New York
$3.71K
SFG
1531
Strive Financial Group
Indiana
$3.71K
PP
1532
Pacifica Partners
Canada
$3.65K
GWSA
1533
Global Wealth Strategies & Associates
Colorado
$3.56K
BFS
1534
Bare Financial Services
Pennsylvania
$3.52K
YP
1535
YANKCOM Partnership
South Dakota
$3.52K
PMIM
1536
Prudent Man Investment Management
Colorado
$3.52K
BCPWM
1537
Bradley & Co Private Wealth Management
Florida
$3.52K
AIC
1538
Archer Investment Corporation
Indiana
$2.97K
WA
1539
WestEnd Advisors
North Carolina
$2.97K
IW
1540
Imprint Wealth
South Carolina
$2.78K
CC
1541
Corsicana & Co
Texas
$2.6K
NL
1542
NVWM LLC
Pennsylvania
$2.41K
MIM
1543
MTM Investment Management
South Carolina
$2.41K
ACA
1544
American Capital Advisory
Idaho
$2.23K
API
1545
Asset Planning Inc
California
$2.23K
PIS
1546
POM Investment Strategies
North Carolina
$1.86K
BTD
1547
BankPlus Trust Department
Mississippi
$1.85K
MW
1548
Merited Wealth
Florida
$1.85K
MAS
1549
MPWM Advisory Solutions
Georgia
$1.67K
RS
1550
Rakuten Securities
Japan
$1.67K