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
NB
451
NBT Bank
New York
$4.62M
QCM
452
QRG Capital Management
Illinois
$4.6M
MGIA
453
Moneta Group Investment Advisors
Missouri
$4.54M
MFG
454
Merit Financial Group
Georgia
$4.54M
BWP
455
Burling Wealth Partners
Illinois
$4.5M
BWM
456
BNC Wealth Management
Oregon
$4.49M
KeyBank National Association
457
KeyBank National Association
Ohio
$4.48M
NMERB
458
New Mexico Educational Retirement Board
New Mexico
$4.48M
CPA
459
Capital Planning Advisors
California
$4.45M
SM
460
Sciencast Management
New Jersey
$4.44M
OAM
461
Occidental Asset Management
California
$4.35M
MJRIC
462
Mogy Joel R Investment Counsel
California
$4.29M
LFG
463
Larson Financial Group
Missouri
$4.29M
PF
464
Phoenix Financial
Israel
$4.22M
AG
465
AIA Group
Hong Kong
$4.21M
MIF
466
Mediolanum International Funds
Ireland
$4.21M
EOJOAM
467
E. Ohman J:or Asset Management
Sweden
$4.2M
JC
468
JB Capital
Connecticut
$4.18M
FBT
469
First Bankers Trust
Kentucky
$4.15M
VA
470
Vident Advisory
Georgia
$4.15M
AM
471
AGF Management
Ontario, Canada
$4.13M
CI
472
Conning Inc
Connecticut
$4.12M
BLC
473
Brown, Lisle/Cummings
Rhode Island
$4.1M
Envestnet Portfolio Solutions
474
Envestnet Portfolio Solutions
Illinois
$4.07M
ALMGDA
475
AG2R La Mondiale Gestion d'Actifs
France
$4.05M