MRSH

Marsh

1,573 hedge funds and large institutions have $80.7B invested in Marsh in 2025 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 524 increasing their positions, 640 reducing their positions, and 169 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% more funds holding

Funds holding: 1,5671,573 (+6)

7% less capital invested

Capital invested by funds: $86.9B → $80.7B (-$6.27B)

18% less repeat investments, than reductions

Existing positions increased: 524 | Existing positions reduced: 640

Holders
1,573
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
DWM
1601
Dynasty Wealth Management
Florida
DLA
1602
Douglas Lane & Associates
New York
LI
1603
LMCG Investments
Massachusetts
CA
1604
CSM Advisors
Pennsylvania
MMHP
1605
Murphy Middleton Hinkle & Parker
Georgia
PCP
1606
Perbak Capital Partners
United Kingdom
AFS
1607
Access Financial Services
Minnesota
TAMH
1608
Taikang Asset Management (HK)
Hong Kong
P
1609
Pitcairn
Pennsylvania
BWM
1610
BAM Wealth Management
Colorado
BCM
1611
Bayesian Capital Management
New York
TI
1612
TrueMark Investments
Illinois
WAM
1613
Weiss Asset Management
Massachusetts
CIM
1614
Contravisory Investment Management
Massachusetts
SIA
1615
Schear Investment Advisers
Ohio
RCM
1616
Regency Capital Management
Hawaii
CC
1617
Cadinha & Co
Hawaii
OFG
1618
OmniStar Financial Group
North Carolina
NAG
1619
Northstar Advisory Group
New Jersey
FCM
1620
Fogel Capital Management
Florida
ECM
1621
Element Capital Management
New York
SWAG
1622
Spectrum Wealth Advisory Group
California
AI
1623
AdvisorShares Investments
Maryland
GH
1624
GAM Holding
Switzerland
BAM
1625
Blueshift Asset Management
New Jersey