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MRSH

Marsh

1,586 hedge funds and large institutions have $80.9B invested in Marsh in 2025 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 526 increasing their positions, 642 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $131M | Put options by funds: $78.7M

27% more first-time investments, than exits

New positions opened: 215 | Existing positions closed: 169

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

0.98% more ownership

Funds ownership: 87.98%88.96% (+0.98%)

1% more funds holding

Funds holding: 1,5721,586 (+14)

7% less capital invested

Capital invested by funds: $87.2B → $80.9B (-$6.27B)

18% less repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 642

Holders
1,586
Holders Change
+14
Holders Change %
+0.89%
% of All Funds
19.29%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.22%
New
215
Increased
526
Reduced
642
Closed
169
Calls
$131M
Puts
$78.7M
Net Calls
+$52.7M
Net Calls Change
+$40.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
1551
Archer Investment Corporation
Indiana
$2.97K
WA
1552
WestEnd Advisors
North Carolina
$2.97K +$748 +4 +33%
IW
1553
Imprint Wealth
South Carolina
$2.78K +$2.8K +15 New
CC
1554
Corsicana & Co
Texas
$2.6K
NL
1555
NVWM LLC
Pennsylvania
$2.41K -$22.2K -119 -90%
MIM
1556
MTM Investment Management
South Carolina
$2.41K
ACA
1557
American Capital Advisory
Idaho
$2.23K +$374 +2 +20%
API
1558
Asset Planning Inc
California
$2.23K
PIS
1559
POM Investment Strategies
North Carolina
$1.86K
BTD
1560
BankPlus Trust Department
Mississippi
$1.85K
MW
1561
Merited Wealth
Florida
$1.85K +$1.87K +10 New
MAS
1562
MPWM Advisory Solutions
Georgia
$1.67K
RS
1563
Rakuten Securities
Japan
$1.67K
GFA
1564
Godfrey Financial Associates
New York
$1.67K +$1.68K +9 New
MS
1565
Monetary Solutions
Ohio
$1.67K +$1.68K +9 New
QWM
1566
Quaker Wealth Management
New Jersey
$1.49K +$561 +3 +60%
WA
1567
Whipplewood Advisors
Colorado
$1.48K +$1.5K +8 New
MAM
1568
Marquette Asset Management
Minnesota
$1.3K -$8.6K -46 -87%
NA
1569
Networth Advisors
Pennsylvania
$1.3K +$1.31K +7 New
DF
1570
DecisionPoint Financial
Arizona
$1.11K
BIM
1571
Breakwater Investment Management
Washington
$1.11K +$748 +4 +200%
ACM
1572
Anfield Capital Management
California
$1.11K
DCM
1573
Davis Capital Management
Florida
$1.11K +$187 +1 +20%
HIA
1574
HFM Investment Advisors
New Jersey
$928
SA
1575
Seneschal Advisors
Washington
$928