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