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
MAS
1551
MPWM Advisory Solutions
Georgia
$1.67K
MS
1552
Monetary Solutions
Ohio
$1.67K
GFA
1553
Godfrey Financial Associates
New York
$1.67K
QWM
1554
Quaker Wealth Management
New Jersey
$1.49K
WA
1555
Whipplewood Advisors
Colorado
$1.48K
MAM
1556
Marquette Asset Management
Minnesota
$1.3K
NA
1557
Networth Advisors
Pennsylvania
$1.3K
DF
1558
DecisionPoint Financial
Arizona
$1.11K
BIM
1559
Breakwater Investment Management
Washington
$1.11K
ACM
1560
Anfield Capital Management
California
$1.11K
DCM
1561
Davis Capital Management
Florida
$1.11K
SA
1562
Seneschal Advisors
Washington
$928
HIA
1563
HFM Investment Advisors
New Jersey
$928
BWM
1564
Benson Wealth Management
Tennessee
$928
TAM
1565
Tucker Asset Management
Colorado
$928
WBC
1566
West Branch Capital
Massachusetts
$743
CCM
1567
Chilton Capital Management
Texas
$743
EFMH
1568
E Fund Management (HK)
Hong Kong
$565
EWM
1569
Evolution Wealth Management
Florida
$557
NL
1570
NorthAvenue LLC
Ohio
$372
PRAG
1571
Portfolio Resources Advisor Group
Florida
$371
ECA
1572
Elevated Capital Advisors
Utah
$371
YDMI
1573
Y.D. More Investments
Israel
$205
WW
1574
Winnow Wealth
Texas
$186
WIM
1575
Waverton Investment Management
United Kingdom