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MRSH

Marsh

1,586 hedge funds and large institutions have $80.9B invested in Marsh in 2025 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 526 increasing their positions, 642 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $131M | Put options by funds: $78.7M

27% more first-time investments, than exits

New positions opened: 215 | Existing positions closed: 169

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

0.98% more ownership

Funds ownership: 87.98%88.96% (+0.98%)

1% more funds holding

Funds holding: 1,5721,586 (+14)

7% less capital invested

Capital invested by funds: $87.2B → $80.9B (-$6.27B)

18% less repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 642

Holders
1,586
Holders Change
+14
Holders Change %
+0.89%
% of All Funds
19.29%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.22%
New
215
Increased
526
Reduced
642
Closed
169
Calls
$131M
Puts
$78.7M
Net Calls
+$52.7M
Net Calls Change
+$40.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MMCM
1726
Murphy & Mullick Capital Management
New York
-$17.7K -88 Closed
CA
1727
Crewe Advisors
Utah
-$16.1K -80 Closed
NC
1728
North Capital
Utah
-$15.3K -76 Closed
PCM
1729
Perritt Capital Management
Illinois
-$12.3K -61 Closed
SIC
1730
Salem Investment Counselors
North Carolina
-$11.3K -56 Closed
EWM
1731
Evermay Wealth Management
Virginia
-$11.1K -55 Closed
BDPWM
1732
Barnes Dennig Private Wealth Management
Ohio
-$10.9K -54 Closed
CCM
1733
Cloud Capital Management
Washington
-$9K -45 Closed
RDFA
1734
Ritter Daniher Financial Advisory
Ohio
-$9.07K -45 Closed
GFWA
1735
Grey Fox Wealth Advisors
Delaware
-$8.68K -43 Closed
CT
1736
Coastline Trust
Rhode Island
-$8.46K -42 Closed
ABWM
1737
Alpine Bank Wealth Management
Colorado
-$7.66K -38 Closed
FWA
1738
Flagship Wealth Advisors
Massachusetts
-$6.05K -30 Closed
CM
1739
Capula Management
Cayman Islands
-$5.24K -26 Closed
LFA
1740
LGT Financial Advisors
Texas
-$4.23K -21 Closed
CAC
1741
Core Alternative Capital
Georgia
-$4.03K -20 Closed
GWSG
1742
GPS Wealth Strategies Group
Colorado
-$3.95K -20 Closed
MSG
1743
Main Street Group
Virginia
-$3.45K -17 Closed
HWA
1744
Heartwood Wealth Advisors
Virginia
-$3.22K -16 Closed
CWM
1745
Crowley Wealth Management
Delaware
-$3.02K -15 Closed
FP
1746
Financial Perspectives
Minnesota
-$2.46K -12 Closed
HHGA
1747
Halbert Hargrove Global Advisors
California
-$2.22K -11 Closed
VNA
1748
Valley National Advisers
Pennsylvania
-$2K -10 Closed
GTAM
1749
Global Trust Asset Management
Florida
-$1.41K -7 Closed
ETS
1750
ESL Trust Services
New York
-$1.21K -6 Closed