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
CW
601
CreativeOne Wealth
Kansas
$2.08M
DCM
602
Donaldson Capital Management
Indiana
$2.07M
TC
603
TwinBeech Capital
New York
$2.07M
BCWM
604
Bartlett & Co Wealth Management
Ohio
$2.06M
PA
605
Pinnacle Associates
New York
$2.06M
ATPW
606
Ashton Thomas Private Wealth
Arizona
$2.05M
FFS
607
Founders Financial Securities
Maryland
$2.04M
LNWWM
608
Laird Norton Wetherby Wealth Management
California
$2.04M
CK
609
Cohen Klingenstein
New York
$2.02M
WAP
610
Wealthcare Advisory Partners
Pennsylvania
$2.01M
HH
611
Hilltop Holdings
Texas
$2.01M
WA
612
Wealth Alliance
New York
$1.99M
CFG
613
Citizens Financial Group
Rhode Island
$1.99M
CC
614
Courier Capital
New York
$1.99M
KC
615
Kepler Cheuvreux
$1.98M
MAS
616
Meeder Advisory Services
Ohio
$1.92M
PCM
617
Palouse Capital Management
Washington
$1.92M
BMCM
618
Bryn Mawr Capital Management
Pennsylvania
$1.91M
Jones Financial Companies
619
Jones Financial Companies
Missouri
$1.9M
Balyasny Asset Management
620
Balyasny Asset Management
Illinois
$1.9M
BP
621
Ballentine Partners
Massachusetts
$1.89M
RFC
622
Regions Financial Corp
Alabama
$1.86M
FRA
623
Front Row Advisors
California
$1.86M
CA
624
Clearstead Advisors
Ohio
$1.84M
TE
625
Tema ETFs
New York
$1.84M