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
PCMH
1626
Polymer Capital Management (HK)
Hong Kong
MWA
1627
Mills Wealth Advisors
Texas
HIC
1628
Hartline Investment Corp
Illinois
PWP
1629
Principle Wealth Partners
Connecticut
TWM
1630
Trueblood Wealth Management
Ohio
VCP
1631
Verus Capital Partners
Arizona
VC
1632
Veracity Capital
Georgia
BI
1633
Ballast Inc
Kentucky
RCA
1634
Resonant Capital Advisors
Wisconsin
NED
1635
Nancy E. Dempze
UAG
1636
United Advisor Group
Ohio
PSP
1637
Principal Street Partners
Tennessee
GVAG
1638
Great Valley Advisor Group
Delaware
TSS
1639
Two Sigma Securities
New York
TNB
1640
Thomasville National Bank
Georgia
AWA
1641
Arete Wealth Advisors
Illinois
AAM
1642
Aureus Asset Management
Massachusetts
AW
1643
Alteri Wealth
California
SW
1644
Schulz Wealth
Texas
Group One Trading
1645
Group One Trading
Illinois
BWCS
1646
Beirne Wealth Consulting Services
Connecticut
ISWM
1647
Independent Solutions Wealth Management
New York
CFM
1648
Catalyst Funds Management
Australia
WMA
1649
Wealth Management Associates
New Jersey
NGA
1650
Naples Global Advisors
Florida