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
ACM
1626
Avalon Capital Management
California
KIG
1627
Kessler Investment Group
Indiana
KCM
1628
Kornitzer Capital Management
Kansas
TB
1629
Terril Brothers
Missouri
LOAMU
1630
Lombard Odier Asset Management (USA)
New York
OCG
1631
Opus Capital Group
Ohio
LFG
1632
Lockerman Financial Group
California
TW
1633
TritonPoint Wealth
Maryland
RCAG
1634
Rehmann Capital Advisory Group
Michigan
CM
1635
Capital Management
Virginia
Hudson Bay Capital Management
1636
Hudson Bay Capital Management
Connecticut
VA
1637
VestGen Advisors
Illinois
HT
1638
Headlands Technologies
Illinois
BAM
1639
Berkshire Asset Management
Pennsylvania
MUAMU
1640
Mitsubishi UFJ Asset Management (UK)
United Kingdom
PCMH
1641
Polymer Capital Management (HK)
Hong Kong
MWA
1642
Mills Wealth Advisors
Texas
HIC
1643
Hartline Investment Corp
Illinois
PWP
1644
Principle Wealth Partners
Connecticut
TWM
1645
Trueblood Wealth Management
Ohio
VCP
1646
Verus Capital Partners
Arizona
VC
1647
Veracity Capital
Georgia
BI
1648
Ballast Inc
Kentucky
RCA
1649
Resonant Capital Advisors
Wisconsin
NED
1650
Nancy E. Dempze