MRSH

Marsh

1,597 hedge funds and large institutions have $96.9B invested in Marsh in 2025 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 615 increasing their positions, 589 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

1% less funds holding

Funds holding: 1,6111,597 (-14)

9% less capital invested

Capital invested by funds: $106B → $96.9B (-$9.56B)

47% less funds holding in top 10

Funds holding in top 10: 3619 (-17)

Holders
1,597
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$154M
Puts
$123M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QC
1626
Quadrature Capital
United Kingdom
SQA
1627
Simon Quick Advisors
New Jersey
TCM
1628
Tuttle Capital Management
Connecticut
OCBCO
1629
Oversea-Chinese Banking Corp (OCBC)
Singapore
NWMG
1630
National Wealth Management Group
Ohio
HCP
1631
Hexagon Capital Partners
Arkansas
CWC
1632
Carolinas Wealth Consulting
North Carolina
HFM
1633
Harvest Fund Management
China
TL
1634
Tradewinds LLC
North Carolina
PDL
1635
Portfolio Design Labs
California
CA
1636
Claro Advisors
Massachusetts
TTWM
1637
TCV Trust & Wealth Management
Virginia
FH
1638
FWG Holdings
Florida
RL
1639
Retireful LLC
Michigan
IC
1640
Inscription Capital
Texas
BIAS
1641
Beacon Investment Advisory Services
New Jersey
PIP
1642
Peachtree Investment Partners
Florida
IAIM
1643
International Assets Investment Management
Florida
TCMP
1644
Thrive Capital Management (Pennsylvania)
Pennsylvania
PL
1645
Perpetual Ltd
Australia
TIA
1646
Trust Investment Advisors
Indiana
BWP
1647
BSW Wealth Partners
Colorado
SPA
1648
Sherbrooke Park Advisers
New York
CCG
1649
Catalina Capital Group
California
CCC
1650
Compass Capital Corp
Massachusetts