We are live on ! Find out more
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
WAM
1626
Weiss Asset Management
Massachusetts
-$737K -3,658 Closed
CIM
1627
Contravisory Investment Management
Massachusetts
-$726K -3,603 Closed
SIA
1628
Schear Investment Advisers
Ohio
-$656K -3,256 Closed
RCM
1629
Regency Capital Management
Hawaii
-$606K -3,008 Closed
CC
1630
Cadinha & Co
Hawaii
-$589K -2,925 Closed
OFG
1631
OmniStar Financial Group
North Carolina
-$559K -2,774 Closed
NAG
1632
Northstar Advisory Group
New Jersey
-$537K -2,665 Closed
FCM
1633
Fogel Capital Management
Florida
-$527K -2,614 Closed
ECM
1634
Element Capital Management
New York
-$503K -2,498 Closed
SWAG
1635
Spectrum Wealth Advisory Group
California
-$495K -2,457 Closed
AI
1636
AdvisorShares Investments
Maryland
-$472K -2,340 Closed
BAM
1637
Blueshift Asset Management
New Jersey
-$446K -2,212 Closed
GH
1638
GAM Holding
Switzerland
-$446K -2,212 Closed
ACM
1639
Avalon Capital Management
California
-$445K -2,207 Closed
KIG
1640
Kessler Investment Group
Indiana
-$411K -2,039 Closed
KCM
1641
Kornitzer Capital Management
Kansas
-$403K -2,000 Closed
TB
1642
Terril Brothers
Missouri
-$403K -1,999 Closed
LOAMU
1643
Lombard Odier Asset Management (USA)
New York
-$379K -1,883 Closed
OCG
1644
Opus Capital Group
Ohio
-$368K -1,824 Closed
LFG
1645
Lockerman Financial Group
California
-$350K -1,735 Closed
TW
1646
TritonPoint Wealth
Maryland
-$332K -1,647 Closed
RCAG
1647
Rehmann Capital Advisory Group
Michigan
-$322K -1,598 Closed
CM
1648
Capital Management
Virginia
-$318K -1,580 Closed
Hudson Bay Capital Management
1649
Hudson Bay Capital Management
Connecticut
-$317K -1,572 Closed
VA
1650
VestGen Advisors
Illinois
-$306K -1,517 Closed