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
RWB
626
RMR Wealth Builders
New Jersey
$1.83M
SWM
627
Spire Wealth Management
Virginia
$1.81M
SC
628
Syon Capital
California
$1.81M
TAM
629
Tealwood Asset Management
Minnesota
$1.79M
GT
630
Greenleaf Trust
Michigan
$1.78M
IA
631
IAM Advisory
Pennsylvania
$1.78M
FBB
632
Fulton Breakefield Broenniman
Maryland
$1.78M
GC
633
Grimes & Company
Massachusetts
$1.77M
BAM
634
Belpointe Asset Management
Nevada
$1.75M
MK
635
MASTERINVEST Kapitalanlage
$1.74M
BTWM
636
Brass Tax Wealth Management
Ohio
$1.73M
ICP
637
Impact Capital Partners
Colorado
$1.73M
MWM
638
Mission Wealth Management
California
$1.72M
SAM
639
Smartleaf Asset Management
Massachusetts
$1.71M
PBT
640
Pictet Bank & Trust
Bahamas
$1.69M
EWM
641
Empirical Wealth Management
Washington
$1.69M
DWA
642
Delap Wealth Advisory
Oregon
$1.68M
PS
643
Pensionfund Sabic
Netherlands
$1.67M
FCBT
644
First Citizens Bank & Trust
North Carolina
$1.67M
PGAM
645
Princeton Global Asset Management
New Jersey
$1.66M
MCM
646
MAI Capital Management
Ohio
$1.66M
DBIA
647
Dumont & Blake Investment Advisors
New Jersey
$1.65M
DA
648
Dover Advisors
Virginia
$1.65M
SLI
649
Sumitomo Life Insurance
Japan
$1.64M
WC
650
Westerkirk Capital
$1.63M