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
GSF
1676
Grove Street Fiduciary
New Hampshire
GA
1677
Goldstein Advisors
Wisconsin
BWM
1678
Baron Wealth Management
Michigan
DFA
1679
DHK Financial Advisors
New Hampshire
HI
1680
Humankind Investments
New York
SP
1681
Stablepoint Partners
Massachusetts
WC
1682
Waterloo Capital
Texas
VCM
1683
Virtue Capital Management
Tennessee
PIN
1684
Prudent Investors Network
California
OHWP
1685
Oak Harbor Wealth Partners
North Carolina
BWP
1686
Baldwin Wealth Partners
Massachusetts
CMAI
1687
Capital Management Associates Inc
Minnesota
JCM
1688
Jacobsen Capital Management
Utah
PWP
1689
PrairieView Wealth Partners
Illinois
AIMC
1690
Alley Investment Management Company
Illinois
HPM
1691
Hoxton Planning & Management
West Virginia
CGA
1692
Crescent Grove Advisors
Illinois
FA
1693
FDx Advisors
Illinois
B
1694
Bellecapital
Switzerland
CAWM
1695
Capital A Wealth Management
Pennsylvania
QC
1696
Quent Capital
New York
FFC
1697
First Financial Corp
Indiana
MFA
1698
McClarren Financial Advisors
Pennsylvania
SCB
1699
Saudi Central Bank
Saudi Arabia
GFPC
1700
Global Financial Private Client
Florida