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
BCG
1676
BayBridge Capital Group
California
VA
1677
Valmark Advisers
Ohio
SMA
1678
Seven Mile Advisory
New Jersey
FWP
1679
Fiduciary Wealth Partners
Massachusetts
MW
1680
Members Wealth
Pennsylvania
ABC
1681
Associated Banc-Corp
Wisconsin
DCM
1682
Dudley Capital Management
Virginia
MAG
1683
Members Advisory Group
New York
BWS
1684
Buck Wealth Strategies
Colorado
RWRC
1685
R.W. Roge & Company
New York
BOM
1686
Bank of Marin
California
TCM
1687
Traub Capital Management
Massachusetts
MPPW
1688
Mitchell & Pahl Private Wealth
Oklahoma
AFT
1689
Alpha Family Trust
California
CCG
1690
Cypress Capital Group
Florida
FHC
1691
First Heartland Consultants
Missouri
PWG
1692
Portside Wealth Group
Utah
CC
1693
Carlson Capital
Texas
UW
1694
Unique Wealth
Florida
CT
1695
Chicago Trust
Illinois
MAM
1696
McLean Asset Management
Virginia
PPA
1697
Painted Porch Advisors
California
CIAM
1698
Caitong International Asset Management
Hong Kong
BC
1699
Bayforest Capital
United Kingdom
BP
1700
BNP Paribas
France