MRSH

Marsh

1,554 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, 548 increasing their positions, 602 reducing their positions, and 156 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:

2.89% less ownership

Funds ownership: 90.63%87.75% (-2.9%)

10% less capital invested

Capital invested by funds: $96.9B → $86.9B (-$9.97B)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,554
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 +$394M
2 +$277M
3 +$254M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$248M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$177M

Top Sellers

1 -$722M
2 -$341M
3 -$300M
4
Amundi
Amundi
France
-$285M
5
NLI
Nippon Life Insurance
Japan
-$264M
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
501
Peapack-Gladstone Financial Corp
New Jersey
$3.47M
MCB
502
Morton Community Bank
Illinois
$3.46M
PAS
503
Park Avenue Securities
New York
$3.46M
TCA
504
Transcend Capital Advisors
New Jersey
$3.45M
UF
505
Univest Financial
Pennsylvania
$3.44M
TI
506
Tidal Investments
Wisconsin
$3.43M
KPWS
507
Kestra Private Wealth Services
Texas
$3.38M
PIM
508
Plato Investment Management
Australia
$3.36M
BCM
509
Bancreek Capital Management
California
$3.33M
TIAA Trust, National Association
510
TIAA Trust, National Association
North Carolina
$3.31M
MBTD
511
Mechanics Bank - Trust Department
California
$3.31M
CAM
512
Cresset Asset Management
Illinois
$3.3M
ECM
513
Everence Capital Management
Indiana
$3.29M
AWM
514
Axxcess Wealth Management
California
$3.27M
PCG
515
Prosperity Consulting Group
Maryland
$3.25M
LOAMS
516
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.23M
Assenagon Asset Management
517
Assenagon Asset Management
Luxembourg
$3.21M
AT
518
American Trust
Kentucky
$3.19M
NMIMC
519
Northwestern Mutual Investment Management Company
Wisconsin
$3.16M
CG
520
Caprock Group
Idaho
$3.16M
OIA
521
OneDigital Investment Advisors
Kansas
$3.15M
1832 Asset Management
522
1832 Asset Management
Ontario, Canada
$3.15M
JG
523
Jain Global
New York
$3.13M
AF
524
Alerus Financial
North Dakota
$3.1M
KA
525
Kintegral Advisory
New York
$3.09M