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