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