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
SIA
1601
Schear Investment Advisers
Ohio
RCM
1602
Regency Capital Management
Hawaii
CC
1603
Cadinha & Co
Hawaii
OFG
1604
OmniStar Financial Group
North Carolina
NAG
1605
Northstar Advisory Group
New Jersey
FCM
1606
Fogel Capital Management
Florida
ECM
1607
Element Capital Management
New York
SWAG
1608
Spectrum Wealth Advisory Group
California
AI
1609
AdvisorShares Investments
Maryland
GH
1610
GAM Holding
Switzerland
BAM
1611
Blueshift Asset Management
New Jersey
ACM
1612
Avalon Capital Management
California
KIG
1613
Kessler Investment Group
Indiana
KCM
1614
Kornitzer Capital Management
Kansas
TB
1615
Terril Brothers
Missouri
LOAMU
1616
Lombard Odier Asset Management (USA)
New York
OCG
1617
Opus Capital Group
Ohio
LFG
1618
Lockerman Financial Group
California
TW
1619
TritonPoint Wealth
Maryland
CM
1620
Capital Management
Virginia
Hudson Bay Capital Management
1621
Hudson Bay Capital Management
Connecticut
VA
1622
VestGen Advisors
Illinois
HT
1623
Headlands Technologies
Illinois
BAM
1624
Berkshire Asset Management
Pennsylvania
MUAMU
1625
Mitsubishi UFJ Asset Management (UK)
United Kingdom