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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
20.64%
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
Legal & General Group
26
Legal & General Group
United Kingdom
$644M +$8.56M +41,613 +1%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$618M -$2.43M -11,805 -0.4%
Charles Schwab
28
Charles Schwab
California
$586M +$805K +3,915 +0.1%
Lazard Asset Management
29
Lazard Asset Management
New York
$557M +$34.9M +169,898 +7%
Wells Fargo
30
Wells Fargo
California
$538M -$184M -895,838 -25%
Parnassus Investments
31
Parnassus Investments
California
$521M -$15M -72,780 -3%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$519M +$282M +1,372,137 +114%
JIM
33
Jensen Investment Management
Oregon
$485M -$3.49M -16,992 -0.7%
Stifel Financial
34
Stifel Financial
Missouri
$463M +$8.18M +39,794 +2%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$455M -$116M -565,341 -20%
Barclays
36
Barclays
United Kingdom
$444M +$133M +647,987 +42%
Mackenzie Financial
37
Mackenzie Financial
Ontario, Canada
$424M -$37.6M -182,908 -8%
LP
38
Longview Partners
Guernsey
$421M -$37.1M -180,221 -8%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$408M +$621K +3,019 +0.1%
BG
40
Bahl & Gaynor
Ohio
$372M -$17.9M -86,803 -4%
Primecap Management
41
Primecap Management
California
$367M -$29.2M -141,810 -7%
AC
42
AKO Capital
United Kingdom
$363M +$3.61M +17,553 +1%
Janus Henderson Group
43
Janus Henderson Group
United Kingdom
$341M -$33.8M -164,232 -9%
MIM
44
Meridiem Investment Management
United Kingdom
$327M +$21.8M +105,954 +7%
WIM
45
Waverton Investment Management
United Kingdom
$315M +$55.2M +268,488 +21%
Franklin Resources
46
Franklin Resources
California
$312M +$5.87M +28,536 +2%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$305M -$63.2M -307,485 -17%
Amundi
48
Amundi
France
$298M -$291M -1,414,279 -49%
Robeco Institutional Asset Management
49
Robeco Institutional Asset Management
Netherlands
$298M -$84.8M -412,472 -22%
Swiss National Bank
50
Swiss National Bank
Switzerland
$286M -$14.7M -71,300 -5%