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
AAG
1701
Armstrong Advisory Group
Massachusetts
CCA
1702
Catalyst Capital Advisors
New York
SCA
1703
Stuart Chaussee & Associates
California
AT
1704
Arlington Trust
Alabama
RA
1705
Rise Advisors
New York
JWM
1706
JPL Wealth Management
Colorado
CIR
1707
Clear Investment Research
Georgia
TCM
1708
TruNorth Capital Management
Michigan
FLP
1709
Financial Life Planners
Arizona
TIM
1710
Tortoise Investment Management
New York
ACM
1711
Accent Capital Management
Ohio
PAM
1712
Palisade Asset Management
Minnesota
BOJHT
1713
Bank of Jackson Hole Trust
Wyoming
MMCM
1714
Murphy & Mullick Capital Management
New York
CA
1715
Crewe Advisors
Utah
NC
1716
North Capital
Utah
PCM
1717
Perritt Capital Management
Illinois
SIC
1718
Salem Investment Counselors
North Carolina
EWM
1719
Evermay Wealth Management
Virginia
BDPWM
1720
Barnes Dennig Private Wealth Management
Ohio
CCM
1721
Cloud Capital Management
Washington
RDFA
1722
Ritter Daniher Financial Advisory
Ohio
GFWA
1723
Grey Fox Wealth Advisors
Delaware
CT
1724
Coastline Trust
Rhode Island
ABWM
1725
Alpine Bank Wealth Management
Colorado