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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
CFM
1676
Catalyst Funds Management
Australia
-$222K -1,100 Closed
WMA
1677
Wealth Management Associates
New Jersey
-$218K -1,082 Closed
NGA
1678
Naples Global Advisors
Florida
-$215K -1,068 Closed
CIM
1679
Cambria Investment Management
California
-$215K -1,067 Closed
AA
1680
Advisory Alpha
Michigan
-$213K -1,066 Closed
RA
1681
Riversedge Advisors
Delaware
-$215K -1,065 Closed
SB
1682
Sunflower Bank
Texas
-$214K -1,062 Closed
OWP
1683
Obermeyer Wealth Partners
Colorado
-$213K -1,059 Closed
MSWM
1684
McGlone Suttner Wealth Management
Wisconsin
-$213K -1,058 Closed
FFA
1685
Founders Financial Alliance
North Carolina
-$213K -1,055 Closed
PWM
1686
Pines Wealth Management
North Carolina
-$212K -1,051 Closed
SIM
1687
Stratos Investment Management
Ohio
-$209K -1,037 Closed
BCG
1688
BayBridge Capital Group
California
-$208K -1,033 Closed
VA
1689
Valmark Advisers
Ohio
-$205K -1,017 Closed
SMA
1690
Seven Mile Advisory
New Jersey
-$205K -1,016 Closed
FWP
1691
Fiduciary Wealth Partners
Massachusetts
-$205K -1,015 Closed
MW
1692
Members Wealth
Pennsylvania
-$204K -1,014 Closed
ABC
1693
Associated Banc-Corp
Wisconsin
-$204K -1,011 Closed
BWS
1694
Buck Wealth Strategies
Colorado
-$204K -1,010 Closed
DCM
1695
Dudley Capital Management
Virginia
-$204K -1,010 Closed
MAG
1696
Members Advisory Group
New York
-$204K -1,010 Closed
RWRC
1697
R.W. Roge & Company
New York
-$203K -1,009 Closed
BOM
1698
Bank of Marin
California
-$203K -1,008 Closed
TCM
1699
Traub Capital Management
Massachusetts
-$203K -1,007 Closed
MPPW
1700
Mitchell & Pahl Private Wealth
Oklahoma
-$203K -1,006 Closed