MRSH

Marsh

1,559 hedge funds and large institutions have $80.4B invested in Marsh in 2025 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 519 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: 1,5661,559 (-7)

8% less capital invested

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

19% less repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 642

Holders
1,559
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
WBC
1551
West Branch Capital
Massachusetts
$743
CCM
1552
Chilton Capital Management
Texas
$743
CIAM
1553
Caitong International Asset Management
Hong Kong
$742
EFMH
1554
E Fund Management (HK)
Hong Kong
$565
EWM
1555
Evolution Wealth Management
Florida
$557
ECA
1556
Elevated Capital Advisors
Utah
$371
PRAG
1557
Portfolio Resources Advisor Group
Florida
$371
YDMI
1558
Y.D. More Investments
Israel
$205
WW
1559
Winnow Wealth
Texas
$186
WIM
1560
Waverton Investment Management
United Kingdom
BGCP
1561
Bristol Gate Capital Partners
Ontario, Canada
Adage Capital Partners
1562
Adage Capital Partners
Massachusetts
CP
1563
Cumberland Partners
Ontario, Canada
AA
1564
ALPS Advisors
Colorado
MIM
1565
Morningstar Investment Management
Illinois
ACIM
1566
Azimuth Capital Investment Management
Michigan
SAM
1567
Synergy Asset Management
Washington
MAM
1568
Martingale Asset Management
Massachusetts
DCM
1569
Dupont Capital Management
Delaware
ORI
1570
Oak Ridge Investments
Illinois
AIM
1571
Achmea Investment Management
Netherlands
EF
1572
Empowered Funds
Pennsylvania
SM
1573
Sciencast Management
New Jersey
BCM
1574
Bancreek Capital Management
California
JG
1575
Jain Global
New York