MRSH

Marsh

1,574 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, 525 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: 1,5681,574 (+6)

7% less capital invested

Capital invested by funds: $86.9B → $80.7B (-$6.27B)

18% less repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 640

Holders
1,574
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
NED
1651
Nancy E. Dempze
UAG
1652
United Advisor Group
Ohio
PSP
1653
Principal Street Partners
Tennessee
GVAG
1654
Great Valley Advisor Group
Delaware
TSS
1655
Two Sigma Securities
New York
TNB
1656
Thomasville National Bank
Georgia
AWA
1657
Arete Wealth Advisors
Illinois
AAM
1658
Aureus Asset Management
Massachusetts
AW
1659
Alteri Wealth
California
SW
1660
Schulz Wealth
Texas
Group One Trading
1661
Group One Trading
Illinois
BWCS
1662
Beirne Wealth Consulting Services
Connecticut
ISWM
1663
Independent Solutions Wealth Management
New York
CFM
1664
Catalyst Funds Management
Australia
WMA
1665
Wealth Management Associates
New Jersey
NGA
1666
Naples Global Advisors
Florida
CIM
1667
Cambria Investment Management
California
AA
1668
Advisory Alpha
Michigan
RA
1669
Riversedge Advisors
Delaware
SB
1670
Sunflower Bank
Texas
OWP
1671
Obermeyer Wealth Partners
Colorado
MSWM
1672
McGlone Suttner Wealth Management
Wisconsin
FFA
1673
Founders Financial Alliance
North Carolina
PWM
1674
Pines Wealth Management
North Carolina
SIM
1675
Stratos Investment Management
Ohio