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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
CIBC Private Wealth Group
351
CIBC Private Wealth Group
Georgia
$10M +$74.5K +362 +0.7%
EDRH
352
Edmond de Rothschild Holding
Switzerland
$9.8M -$618K -3,003 -6%
CAPTRUST Financial Advisors
353
CAPTRUST Financial Advisors
North Carolina
$9.78M -$598K -2,908 -6%
HVIA
354
Hudson Valley Investment Advisors
New York
$9.49M +$18.7K +91 +0.2%
William Blair & Company
355
William Blair & Company
Illinois
$9.39M -$975K -4,742 -9%
EGM
356
Engineers Gate Manager
New York
$9.32M -$8.43M -40,968 -47%
VLKIM
357
Van Lanschot Kempen Investment Management
Netherlands
$9.3M -$11.2M -54,499 -54%
SAM
358
Synergy Asset Management
Washington
$9.29M +$9.49M +46,118 New
SPIA
359
Steward Partners Investment Advisory
New York
$9.07M +$587K +2,854 +7%
CA
360
Cornerstone Advisors
North Carolina
$9.03M
KCG
361
Kinsale Capital Group
Virginia
$8.81M +$819K +3,984 +10%
Verition Fund Management
362
Verition Fund Management
Connecticut
$8.73M -$283K -1,377 -3%
SCTC
363
Sanibel Captiva Trust Company
Florida
$8.73M +$71.2K +346 +0.8%
Vontobel Holding
364
Vontobel Holding
Switzerland
$8.58M -$410K -1,993 -4%
SCA
365
Stokes Capital Advisors
South Carolina
$8.58M +$173K +842 +2%
MML Investors Services
366
MML Investors Services
Massachusetts
$8.37M +$347K +1,685 +4%
SICM
367
Sustainable Insight Capital Management
New York
$8.29M +$4.46M +21,674 +111%
Northwestern Mutual Wealth Management
368
Northwestern Mutual Wealth Management
Wisconsin
$8.29M +$575K +2,798 +7%
VIM
369
Vinva Investment Management
Australia
$8.26M +$2.99M +14,551 +54%
AF
370
Avanza Fonder
Sweden
$8.01M +$745K +3,623 +10%
MAM
371
Martingale Asset Management
Massachusetts
$7.99M -$8.76M -42,590 -52%
Pacer Advisors
372
Pacer Advisors
Pennsylvania
$7.98M -$1.54M -7,477 -16%
UM
373
UniSuper Management
Australia
$7.97M +$1.43M +6,976 +21%
IMRF
374
Illinois Municipal Retirement Fund
Illinois
$7.91M +$8.02K +39 +0.1%
DCM
375
Dupont Capital Management
Delaware
$7.89M -$2.04M -9,917 -20%