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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
FAB
326
First American Bank
Illinois
$12.3M +$53.5K +260 +0.4%
Lido Advisors
327
Lido Advisors
California
$12.2M +$292K +1,420 +2%
ET
328
Entropy Technologies
New York
$12.2M +$12.4M +60,429 New
VPIM
329
Vanguard Personalized Indexing Management
California
$12M -$1.61M -7,851 -12%
Wealthfront Advisers
330
Wealthfront Advisers
California
$11.9M -$282K -1,372 -2%
FGP
331
Foyston, Gordon, & Payne
Ontario, Canada
$11.9M +$399K +1,940 +3%
CRC
332
Curi RMB Capital
Illinois
$11.9M -$2.26M -11,003 -16%
MIM
333
Morningstar Investment Management
Illinois
$11.8M +$12M +58,435 New
JA
334
JLB & Associates
Michigan
$11.6M +$133K +648 +1%
AIM
335
AXA Investment Managers
France
$11.5M +$11.8M +57,137 New
GAM
336
Generali Asset Management
Italy
$11.5M -$240K -1,168 -2%
AWM
337
Apollon Wealth Management
South Carolina
$11.4M -$493K -2,399 -4%
OPERF
338
Oregon Public Employees Retirement Fund
Oregon
$11.3M +$2.81M +13,684 +32%
ACIM
339
Azimuth Capital Investment Management
Michigan
$11.1M -$364K -1,772 -3%
CWM
340
Calamos Wealth Management
Illinois
$11M +$201K +979 +2%
UBP
341
Union Bancaire Privee
Switzerland
$11M -$20.9M -101,537 -72%
SSA
342
Schonfeld Strategic Advisors
New York
$11M +$1.42M +6,922 +15%
OAM
343
OP Asset Management
$10.9M +$179K +872 +2%
MOACM
344
Mutual of America Capital Management
New York
$10.7M -$662K -3,217 -6%
Luther King Capital Management (LKCM)
345
Luther King Capital Management (LKCM)
Texas
$10.6M +$126K +613 +1%
BCI
346
Brinker Capital Investments
Pennsylvania
$10.5M -$657K -3,196 -6%
MSE
347
MUFG Securities EMEA
United Kingdom
$10.4M +$10.3M +49,954 +3,431%
AAF
348
Andra AP-fonden
Sweden
$10.3M +$6.07M +29,500 +137%
EMPI
349
Elo Mutual Pension Insurance
Finland
$10M +$282K +1,372 +3%
CS
350
Candriam SCA
Luxembourg
$10M -$421K -2,047 -4%