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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
BCM
1601
Bancreek Capital Management
California
-$3.33M -16,522 Closed
JG
1602
Jain Global
New York
-$3.13M -15,539 Closed
LI
1603
Louisbourg Investments
New Brunswick, Canada
-$2.17M -14,794 Closed
O
1604
Ossiam
France
-$2.89M -14,323 Closed
NSEDCP
1605
NJ State Employees Deferred Compensation Plan
New Jersey
-$2.84M -14,100 Closed
BDLIB
1606
Banque de Luxembourg Investments (BLI)
Luxembourg
-$2.64M -13,200 Closed
BJL
1607
Brighton Jones LLC
Washington
-$2.44M -12,119 Closed
VPI
1608
Value Partners Investments
Manitoba, Canada
-$2.41M -11,945 Closed
FC
1609
FORA Capital
Florida
-$2.31M -11,447 Closed
ST
1610
Sageworth Trust
Pennsylvania
-$2.1M -10,405 Closed
IA
1611
IAM Advisory
Pennsylvania
-$1.78M -8,834 Closed
BAM
1612
Bayview Asset Management
Florida
-$1.63M -8,100 Closed
NICM
1613
Neo Ivy Capital Management
New York
-$1.6M -7,936 Closed
DWM
1614
Dynasty Wealth Management
Florida
-$1.49M -7,374 Closed
DLA
1615
Douglas Lane & Associates
New York
-$1.28M -6,360 Closed
LI
1616
LMCG Investments
Massachusetts
-$1.19M -5,928 Closed
CA
1617
CSM Advisors
Pennsylvania
-$1.18M -5,864 Closed
MMHP
1618
Murphy Middleton Hinkle & Parker
Georgia
-$1.03M -5,091 Closed
PCP
1619
Perbak Capital Partners
United Kingdom
-$1.01M -4,996 Closed
AFS
1620
Access Financial Services
Minnesota
-$1M -4,986 Closed
TAMH
1621
Taikang Asset Management (HK)
Hong Kong
-$1M -4,965 Closed
P
1622
Pitcairn
Pennsylvania
-$894K -4,435 Closed
BWM
1623
BAM Wealth Management
Colorado
-$892K -4,428 Closed
BCM
1624
Bayesian Capital Management
New York
-$826K -4,100 Closed
TI
1625
TrueMark Investments
Illinois
-$788K -3,912 Closed