MRSH

Marsh

1,562 hedge funds and large institutions have $80.4B invested in Marsh in 2025 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 520 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: 1,5661,562 (-4)

8% less capital invested

Capital invested by funds: $86.9B → $80.4B (-$6.53B)

19% less repeat investments, than reductions

Existing positions increased: 520 | Existing positions reduced: 642

Holders
1,562
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
HIA
1551
HFM Investment Advisors
New Jersey
$928
TAM
1552
Tucker Asset Management
Colorado
$928
BWM
1553
Benson Wealth Management
Tennessee
$928
WBC
1554
West Branch Capital
Massachusetts
$743
CCM
1555
Chilton Capital Management
Texas
$743
CIAM
1556
Caitong International Asset Management
Hong Kong
$742
EFMH
1557
E Fund Management (HK)
Hong Kong
$565
EWM
1558
Evolution Wealth Management
Florida
$557
ECA
1559
Elevated Capital Advisors
Utah
$371
PRAG
1560
Portfolio Resources Advisor Group
Florida
$371
YDMI
1561
Y.D. More Investments
Israel
$205
WW
1562
Winnow Wealth
Texas
$186
WIM
1563
Waverton Investment Management
United Kingdom
BGCP
1564
Bristol Gate Capital Partners
Ontario, Canada
Adage Capital Partners
1565
Adage Capital Partners
Massachusetts
CP
1566
Cumberland Partners
Ontario, Canada
AA
1567
ALPS Advisors
Colorado
MIM
1568
Morningstar Investment Management
Illinois
ACIM
1569
Azimuth Capital Investment Management
Michigan
SAM
1570
Synergy Asset Management
Washington
MAM
1571
Martingale Asset Management
Massachusetts
DCM
1572
Dupont Capital Management
Delaware
ORI
1573
Oak Ridge Investments
Illinois
AIM
1574
Achmea Investment Management
Netherlands
EF
1575
Empowered Funds
Pennsylvania