MARSHALL WACE, LLP
Paul Marshall•CIK: 1318757•Filing: Q4 2025
Marshall Wace, LLP, managed by Paul Marshall, holds $84.9 billion in assets with a concentrated portfolio, notably 26.2% in IVV and 3.4% in VOO. Recent strategy highlights include significant additions to INTC and MSFT, with positions up 38,793% and 16,657% respectively, while exiting ARES and MPWR.
Total AUM
$82.2B
+ $1.9B in options
QoQ Performance
+22.1%
Positions
2,372
+ 141 options
Top 10 Concentration
50.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IVV26.4%
VOO3.4%
MSFT2.2%
GOOGL1.3%
META1.2%
WMT1.2%
TSLA1.0%
CRCL0.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
ETF38.6%
Other36.1%
Technology7.1%
Healthcare5.4%
Consumer5.2%
Financial2.5%
Consumer Staples1.5%
Communication1.1%
🚪 Exited Positionssold since Q3 2025
+2266 more exited positions
Changes from Q3 2025
NEW12 new positions
↑139 increased
↓49 decreased
Historical Filings
Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022