MRSH

Marsh

1,568 hedge funds and large institutions have $86.9B invested in Marsh in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 555 increasing their positions, 607 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

2.86% less ownership

Funds ownership: 90.63%87.78% (-2.9%)

10% less capital invested

Capital invested by funds: $96.9B → $86.9B (-$9.94B)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,568
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$125M
Puts
$113M
Net Calls
Net Calls Change

Top Buyers

1 +$402M
2 +$282M
3 +$259M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$253M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$181M

Top Sellers

1 -$737M
2 -$348M
3 -$306M
4
Amundi
Amundi
France
-$291M
5
NLI
Nippon Life Insurance
Japan
-$270M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
326
Lido Advisors
California
$12.2M
ET
327
Entropy Technologies
New York
$12.2M
VPIM
328
Vanguard Personalized Indexing Management
California
$12M
Wealthfront Advisers
329
Wealthfront Advisers
California
$11.9M
FGP
330
Foyston, Gordon, & Payne
Ontario, Canada
$11.9M
CRC
331
Curi RMB Capital
Illinois
$11.9M
MIM
332
Morningstar Investment Management
Illinois
$11.8M
JA
333
JLB & Associates
Michigan
$11.6M
AIM
334
AXA Investment Managers
France
$11.5M
GAM
335
Generali Asset Management
Italy
$11.5M
AWM
336
Apollon Wealth Management
South Carolina
$11.4M
OPERF
337
Oregon Public Employees Retirement Fund
Oregon
$11.3M
ACIM
338
Azimuth Capital Investment Management
Michigan
$11.1M
CWM
339
Calamos Wealth Management
Illinois
$11M
UBP
340
Union Bancaire Privee
Switzerland
$11M
SSA
341
Schonfeld Strategic Advisors
New York
$11M
OAM
342
OP Asset Management
$10.9M
MOACM
343
Mutual of America Capital Management
New York
$10.7M
Luther King Capital Management (LKCM)
344
Luther King Capital Management (LKCM)
Texas
$10.6M
BCI
345
Brinker Capital Investments
Pennsylvania
$10.5M
MSE
346
MUFG Securities EMEA
United Kingdom
$10.4M
AAF
347
Andra AP-fonden
Sweden
$10.3M
EMPI
348
Elo Mutual Pension Insurance
Finland
$10M
CS
349
Candriam SCA
Luxembourg
$10M
CIBC Private Wealth Group
350
CIBC Private Wealth Group
Georgia
$10M