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
EWM
1701
Evermay Wealth Management
Virginia
BDPWM
1702
Barnes Dennig Private Wealth Management
Ohio
CCM
1703
Cloud Capital Management
Washington
RDFA
1704
Ritter Daniher Financial Advisory
Ohio
GFWA
1705
Grey Fox Wealth Advisors
Delaware
CT
1706
Coastline Trust
Rhode Island
ABWM
1707
Alpine Bank Wealth Management
Colorado
FWA
1708
Flagship Wealth Advisors
Massachusetts
CM
1709
Capula Management
Cayman Islands
LFA
1710
LGT Financial Advisors
Texas
CAC
1711
Core Alternative Capital
Georgia
GWSG
1712
GPS Wealth Strategies Group
Colorado
MSG
1713
Main Street Group
Virginia
HWA
1714
Heartwood Wealth Advisors
Virginia
CWM
1715
Crowley Wealth Management
Delaware
FP
1716
Financial Perspectives
Minnesota
HHGA
1717
Halbert Hargrove Global Advisors
California
VNA
1718
Valley National Advisers
Pennsylvania
GTAM
1719
Global Trust Asset Management
Florida
SFCL
1720
Strengthening Families & Communities LLC
Massachusetts
ETS
1721
ESL Trust Services
New York
CA
1722
Centerpoint Advisors
Massachusetts
LCM
1723
Logan Capital Management
Pennsylvania
HC
1724
Hurley Capital
New York
BMC
1725
Bear Mountain Capital
Washington