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MRSH

Marsh

1,572 hedge funds and large institutions have $87.2B invested in Marsh in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 559 increasing their positions, 607 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $125M | Put options by funds: $113M

5% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 154

8% less repeat investments, than reductions

Existing positions increased: 559 | Existing positions reduced: 607

2% less funds holding

Funds holding: 1,6061,572 (-34)

2.83% less ownership

Funds ownership: 90.81%87.98% (-2.8%)

10% less capital invested

Capital invested by funds: $97.1B → $87.2B (-$9.93B)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,572
Holders Change
-34
Holders Change %
-2.12%
% of All Funds
20.63%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.22%
New
147
Increased
559
Reduced
607
Closed
154
Calls
$125M
Puts
$113M
Net Calls
+$12M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
251
Davenport & Co
Virginia
$19.9M -$857K -4,168 -4%
KBC Group
252
KBC Group
Belgium
$19.9M +$384K +1,865 +2%
AB
253
Amalgamated Bank
New York
$19.9M -$306K -1,486 -1%
Bank Julius Baer & Co
254
Bank Julius Baer & Co
Switzerland
$19.8M -$80.6K -392 -0.4%
CAG
255
Crestwood Advisors Group
Massachusetts
$19.8M -$108K -526 -0.5%
NONA
256
Ninety One North America
New York
$19.8M
ACA
257
Aptus Capital Advisors
Alabama
$19.7M +$634K +3,081 +3%
Mirae Asset Global ETFs Holdings
258
Mirae Asset Global ETFs Holdings
Hong Kong
$19.7M +$2.25M +10,943 +13%
CIC
259
Carnegie Investment Counsel
Ohio
$19.6M -$1.31M -6,375 -6%
SA
260
Sanctuary Advisors
Indiana
$19.5M +$2.62M +12,753 +15%
AAS
261
Annex Advisory Services
Wisconsin
$19.4M +$4.71M +22,916 +31%
Skandinaviska Enskilda Banken (SEB)
262
Skandinaviska Enskilda Banken (SEB)
Sweden
$19.3M -$20.7M -100,800 -51%
PP
263
Prudential plc
United Kingdom
$19.3M -$2.14M -10,405 -10%
TWC
264
TD Waterhouse Canada
Ontario, Canada
$19.3M +$8.23K +40 +0%
DRZID
265
DePrince Race & Zollo Inc (DRZ)
Florida
$19.3M +$19.7M +95,653 New
SG Americas Securities
266
SG Americas Securities
New York
$18.8M +$16.3M +79,276 +568%
II
267
IFM Investors
Australia
$18.7M -$5.35K -26 -0%
SMDAM
268
Sumitomo Mitsui DS Asset Management
Japan
$18.5M -$3.99M -19,415 -17%
OAM
269
Oppenheimer Asset Management
New York
$18M +$2.11M +10,248 +13%
OSAM
270
O'Shaughnessy Asset Management
Connecticut
$17.9M -$1.19M -5,804 -6%
VIM
271
Vancity Investment Management
British Columbia, Canada
$17.8M +$58.8K +286 +0.3%
YIH
272
Y-Intercept (HK)
Hong Kong
$17.3M +$4.59M +22,302 +35%
NEI
273
Northwest & Ethical Investments
Ontario, Canada
$17.1M -$84.7K -412 -0.5%
Rockefeller Capital Management
274
Rockefeller Capital Management
New York
$16.6M +$767K +3,729 +5%
Baillie Gifford & Co
275
Baillie Gifford & Co
United Kingdom
$16.6M -$2.12M -10,287 -11%