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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
HT
1651
Headlands Technologies
Illinois
-$295K -1,465 Closed
BAM
1652
Berkshire Asset Management
Pennsylvania
-$294K -1,461 Closed
MUAMU
1653
Mitsubishi UFJ Asset Management (UK)
United Kingdom
-$282K -1,400 Closed
PCMH
1654
Polymer Capital Management (HK)
Hong Kong
-$282K -1,398 Closed
MWA
1655
Mills Wealth Advisors
Texas
-$278K -1,378 Closed
HIC
1656
Hartline Investment Corp
Illinois
-$272K -1,352 Closed
PWP
1657
Principle Wealth Partners
Connecticut
-$266K -1,321 Closed
TWM
1658
Trueblood Wealth Management
Ohio
-$265K -1,317 Closed
VC
1659
Veracity Capital
Georgia
-$255K -1,264 Closed
BI
1660
Ballast Inc
Kentucky
-$248K -1,230 Closed
RCA
1661
Resonant Capital Advisors
Wisconsin
-$245K -1,217 Closed
NED
1662
Nancy E. Dempze
-$244K -1,210 Closed
UAG
1663
United Advisor Group
Ohio
-$243K -1,206 Closed
PSP
1664
Principal Street Partners
Tennessee
-$240K -1,189 Closed
GVAG
1665
Great Valley Advisor Group
Delaware
-$239K -1,188 Closed
TSS
1666
Two Sigma Securities
New York
-$239K -1,186 Closed
VCP
1667
Verus Capital Partners
Arizona
-$237K -1,178 Closed
TNB
1668
Thomasville National Bank
Georgia
-$232K -1,153 Closed
AWA
1669
Arete Wealth Advisors
Illinois
-$230K -1,148 Closed
AAM
1670
Aureus Asset Management
Massachusetts
-$230K -1,141 Closed
AW
1671
Alteri Wealth
California
-$230K -1,139 Closed
SW
1672
Schulz Wealth
Texas
-$229K -1,135 Closed
Group One Trading
1673
Group One Trading
Illinois
-$207K -1,108 Closed
BWCS
1674
Beirne Wealth Consulting Services
Connecticut
-$223K -1,106 Closed
ISWM
1675
Independent Solutions Wealth Management
New York
-$223K -1,105 Closed