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
CCG
1676
Cypress Capital Group
Florida
FHC
1677
First Heartland Consultants
Missouri
UW
1678
Unique Wealth
Florida
CT
1679
Chicago Trust
Illinois
MAM
1680
McLean Asset Management
Virginia
BC
1681
Bayforest Capital
United Kingdom
BP
1682
BNP Paribas
France
AAG
1683
Armstrong Advisory Group
Massachusetts
CCA
1684
Catalyst Capital Advisors
New York
SCA
1685
Stuart Chaussee & Associates
California
AT
1686
Arlington Trust
Alabama
RA
1687
Rise Advisors
New York
JWM
1688
JPL Wealth Management
Colorado
CIR
1689
Clear Investment Research
Georgia
TCM
1690
TruNorth Capital Management
Michigan
FLP
1691
Financial Life Planners
Arizona
TIM
1692
Tortoise Investment Management
New York
ACM
1693
Accent Capital Management
Ohio
PAM
1694
Palisade Asset Management
Minnesota
BOJHT
1695
Bank of Jackson Hole Trust
Wyoming
MMCM
1696
Murphy & Mullick Capital Management
New York
CA
1697
Crewe Advisors
Utah
NC
1698
North Capital
Utah
PCM
1699
Perritt Capital Management
Illinois
SIC
1700
Salem Investment Counselors
North Carolina