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
FFA
1651
Founders Financial Alliance
North Carolina
WF
1652
Wayfinding Financial
Washington
AIP
1653
Arrowpoint Investment Partners
Singapore
SVWAG
1654
Sound View Wealth Advisors Group
Georgia
FIC
1655
Family Investment Center
Missouri
ABTD
1656
Arvest Bank Trust Division
Oklahoma
Group One Trading
1657
Group One Trading
Illinois
RPGK
1658
Retirement Planning Group (Kansas)
Kansas
WA
1659
Wealthstream Advisors
New York
NCTC
1660
New Covenant Trust Company
Indiana
ECM
1661
EagleClaw Capital Management
Massachusetts
KWA
1662
Kingswood Wealth Advisors
California
MC
1663
Middleton & Co
Massachusetts
BPW
1664
Bingham Private Wealth
California
PIA
1665
Pollock Investment Advisors
Michigan
NHC
1666
Nicholas Hoffman & Company
Georgia
TCM
1667
Teza Capital Management
Illinois
NI
1668
Natural Investments
California
CCA
1669
Cottonwood Capital Advisors
Utah
ABC
1670
Associated Banc-Corp
Wisconsin
MWA
1671
Mills Wealth Advisors
Texas
NFP
1672
Narus Financial Partners
Utah
WPW
1673
Watershed Private Wealth
Illinois
CS
1674
Cannell & Spears
New York
CP
1675
Clarendon Private
Massachusetts