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
CHC
1701
City Holding Co
West Virginia
KC
1702
Knuff & Co
California
DWM
1703
Darwin Wealth Management
Florida
FW
1704
Fairway Wealth
Ohio
TLA
1705
Tanglewood Legacy Advisors
Texas
BFPW
1706
BOK Financial Private Wealth
Colorado
ETS
1707
ESL Trust Services
New York
MIA
1708
MeadowBrook Investment Advisors
Michigan
LWANC
1709
Laurel Wealth Advisors (North Carolina)
North Carolina
BDPWM
1710
Barnes Dennig Private Wealth Management
Ohio
GJIA
1711
Glass Jacobson Investment Advisors
Maryland
RWM
1712
Ruedi Wealth Management
Illinois
WW
1713
Winnow Wealth
Texas
SFG
1714
Stonebridge Financial Group
Pennsylvania
HHGA
1715
Halbert Hargrove Global Advisors
California
VNA
1716
Valley National Advisers
Pennsylvania
HBW
1717
Hazlett, Burt & Watson
West Virginia
OIA
1718
Optimum Investment Advisors
Illinois
GA
1719
GoalVest Advisory
New York
NEWAS
1720
N.E.W. Advisory Services
Wisconsin
GP
1721
Greenline Partners
New York
BCM
1722
Blume Capital Management
California
SFA
1723
Semmax Financial Advisors
North Carolina