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
CIM
1651
Cambria Investment Management
California
AA
1652
Advisory Alpha
Michigan
RA
1653
Riversedge Advisors
Delaware
SB
1654
Sunflower Bank
Texas
OWP
1655
Obermeyer Wealth Partners
Colorado
MSWM
1656
McGlone Suttner Wealth Management
Wisconsin
FFA
1657
Founders Financial Alliance
North Carolina
PWM
1658
Pines Wealth Management
North Carolina
SIM
1659
Stratos Investment Management
Ohio
BCG
1660
BayBridge Capital Group
California
VA
1661
Valmark Advisers
Ohio
SMA
1662
Seven Mile Advisory
New Jersey
FWP
1663
Fiduciary Wealth Partners
Massachusetts
MW
1664
Members Wealth
Pennsylvania
ABC
1665
Associated Banc-Corp
Wisconsin
DCM
1666
Dudley Capital Management
Virginia
BWS
1667
Buck Wealth Strategies
Colorado
MAG
1668
Members Advisory Group
New York
RWRC
1669
R.W. Roge & Company
New York
BOM
1670
Bank of Marin
California
TCM
1671
Traub Capital Management
Massachusetts
MPPW
1672
Mitchell & Pahl Private Wealth
Oklahoma
AFT
1673
Alpha Family Trust
California
CC
1674
Carlson Capital
Texas
PWG
1675
Portside Wealth Group
Utah