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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
YAM
501
Yacktman Asset Management
Texas
$3.5M +$3.57M +17,345 New
BCM
502
Becker Capital Management
Oregon
$3.49M +$25.3K +123 +0.7%
NVIM
503
New Vernon Investment Management
Illinois
$3.47M
PGFC
504
Peapack-Gladstone Financial Corp
New Jersey
$3.47M +$2.37M +11,545 +204%
MCB
505
Morton Community Bank
Illinois
$3.46M +$219K +1,063 +6%
PAS
506
Park Avenue Securities
New York
$3.46M -$434K -2,112 -11%
TCA
507
Transcend Capital Advisors
New Jersey
$3.45M -$88K -428 -2%
UF
508
Univest Financial
Pennsylvania
$3.44M +$1.95M +9,493 +125%
TI
509
Tidal Investments
Wisconsin
$3.43M -$18.6M -90,439 -84%
KPWS
510
Kestra Private Wealth Services
Texas
$3.38M +$793K +3,856 +30%
PIM
511
Plato Investment Management
Australia
$3.36M
BCM
512
Bancreek Capital Management
California
$3.33M -$276K -1,342 -8%
TIAA Trust, National Association
513
TIAA Trust, National Association
North Carolina
$3.31M -$103K -499 -3%
MBTD
514
Mechanics Bank - Trust Department
California
$3.31M -$136K -663 -4%
ECM
515
Everence Capital Management
Indiana
$3.29M +$759K +3,690 +29%
AWM
516
Axxcess Wealth Management
California
$3.27M +$396K +1,923 +13%
PCG
517
Prosperity Consulting Group
Maryland
$3.25M -$538K -2,614 -14%
LOAMS
518
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.23M +$20.6K +100 +0.6%
Assenagon Asset Management
519
Assenagon Asset Management
Luxembourg
$3.21M -$163M -792,891 -98%
AT
520
American Trust
Kentucky
$3.19M -$58.8K -286 -2%
NMIMC
521
Northwestern Mutual Investment Management Company
Wisconsin
$3.16M -$10.3K -50 -0.3%
CG
522
Caprock Group
Idaho
$3.16M +$3.16M +15,341 New
OIA
523
OneDigital Investment Advisors
Kansas
$3.15M -$284K -1,382 -8%
1832 Asset Management
524
1832 Asset Management
Ontario, Canada
$3.15M +$260K +1,266 +9%
JG
525
Jain Global
New York
$3.13M -$105K -509 -3%