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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
IG
451
ING Group
Netherlands
$4.64M -$166K -808 -3%
ETC
452
Exchange Traded Concepts
Oklahoma
$4.63M +$1.57M +7,625 +50%
NB
453
NBT Bank
New York
$4.62M -$149K -723 -3%
QCM
454
QRG Capital Management
Illinois
$4.6M -$3.89M -18,916 -45%
MGIA
455
Moneta Group Investment Advisors
Missouri
$4.54M +$199K +967 +4%
MFG
456
Merit Financial Group
Georgia
$4.54M +$288K +1,398 +7%
BWP
457
Burling Wealth Partners
Illinois
$4.5M +$113K +548 +3%
BWM
458
BNC Wealth Management
Oregon
$4.49M -$24.7K -120 -0.5%
KeyBank National Association
459
KeyBank National Association
Ohio
$4.48M -$31.9K -155 -0.7%
NMERB
460
New Mexico Educational Retirement Board
New Mexico
$4.48M -$144K -700 -3%
CPA
461
Capital Planning Advisors
California
$4.45M -$1.15M -5,611 -20%
SM
462
Sciencast Management
New Jersey
$4.44M +$814K +3,956 +22%
OAM
463
Occidental Asset Management
California
$4.35M +$171K +831 +4%
MJRIC
464
Mogy Joel R Investment Counsel
California
$4.29M -$149K -725 -3%
LFG
465
Larson Financial Group
Missouri
$4.29M +$555K +2,699 +15%
PF
466
Phoenix Financial
Israel
$4.22M -$4.6M -22,362 -52%
AG
467
AIA Group
Hong Kong
$4.21M -$326K -1,585 -7%
MIF
468
Mediolanum International Funds
Ireland
$4.21M +$348K +1,694 +9%
EOJOAM
469
E. Ohman J:or Asset Management
Sweden
$4.2M
JC
470
JB Capital
Connecticut
$4.18M +$4.27M +20,742 New
FBT
471
First Bankers Trust
Kentucky
$4.15M +$338K +1,642 +9%
VA
472
Vident Advisory
Georgia
$4.15M +$18.5K +90 +0.4%
AM
473
AGF Management
Ontario, Canada
$4.13M +$426K +2,072 +11%
CI
474
Conning Inc
Connecticut
$4.12M +$296K +1,438 +8%
BLC
475
Brown, Lisle/Cummings
Rhode Island
$4.1M +$391K +1,902 +10%