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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
BWM
1576
Benson Wealth Management
Tennessee
$928 +$935 +5 New
TAM
1577
Tucker Asset Management
Colorado
$928 +$935 +5 New
WBC
1578
West Branch Capital
Massachusetts
$743 -$10.7K -57 -93%
CCM
1579
Chilton Capital Management
Texas
$743 +$748 +4 New
EFMH
1580
E Fund Management (HK)
Hong Kong
$565
EWM
1581
Evolution Wealth Management
Florida
$557 +$561 +3 New
NL
1582
NorthAvenue LLC
Ohio
$372 +$374 +2 New
ECA
1583
Elevated Capital Advisors
Utah
$371 +$374 +2 New
PRAG
1584
Portfolio Resources Advisor Group
Florida
$371 +$374 +2 New
YDMI
1585
Y.D. More Investments
Israel
$205 -$7.29K -39 -10%
WW
1586
Winnow Wealth
Texas
$186 -$2.06K -11 -92%
WIM
1587
Waverton Investment Management
United Kingdom
-$315M -1,560,628 Closed
BGCP
1588
Bristol Gate Capital Partners
Ontario, Canada
-$69.8M -346,194 Closed
Adage Capital Partners
1589
Adage Capital Partners
Massachusetts
-$33.3M -165,061 Closed
CP
1590
Cumberland Partners
Ontario, Canada
-$27M -133,918 Closed
AA
1591
ALPS Advisors
Colorado
-$24.1M -119,481 Closed
MIM
1592
Morningstar Investment Management
Illinois
-$11.8M -58,435 Closed
ACIM
1593
Azimuth Capital Investment Management
Michigan
-$11.1M -55,034 Closed
SAM
1594
Synergy Asset Management
Washington
-$9.29M -46,118 Closed
MAM
1595
Martingale Asset Management
Massachusetts
-$7.99M -39,664 Closed
DCM
1596
Dupont Capital Management
Delaware
-$7.89M -39,154 Closed
ORI
1597
Oak Ridge Investments
Illinois
-$6.62M -32,841 Closed
AIM
1598
Achmea Investment Management
Netherlands
-$6.04M -29,967 Closed
EF
1599
Empowered Funds
Pennsylvania
-$5.65M -28,044 Closed
SM
1600
Sciencast Management
New Jersey
-$4.44M -22,044 Closed