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
BAM
651
Bayview Asset Management
Florida
$1.63M
EWM
652
Evercore Wealth Management
New York
$1.63M
A
653
AlphaQuest
New York
$1.63M
PS
654
Principal Securities
Iowa
$1.61M
NICM
655
Neo Ivy Capital Management
New York
$1.6M
SAM
656
Sompo Asset Management
Japan
$1.6M
CCG
657
Chatham Capital Group
Georgia
$1.58M
LIA
658
LS Investment Advisors
Michigan
$1.56M
LF
659
Lantz Financial
Illinois
$1.56M
CAAS
660
Capital Asset Advisory Services
Michigan
$1.55M
LNB
661
Ledyard National Bank
$1.55M
TPCW
662
TD Private Client Wealth
New York
$1.55M
OQS
663
Occudo Quantitative Strategies
Florida
$1.52M
ASN
664
Advisory Services Network
Georgia
$1.52M
NP
665
NorthRock Partners
Minnesota
$1.51M
TRCT
666
Tower Research Capital (TRC)
New York
$1.51M
SC
667
Savant Capital
Illinois
$1.49M
DWM
668
Dynasty Wealth Management
Florida
$1.49M
AWA
669
Arkadios Wealth Advisors
Georgia
$1.48M
IA
670
IFP Advisors
Florida
$1.48M
CSIC
671
Clifford Swan Investment Counsel
California
$1.48M
NAMNJ
672
NorthStar Asset Management (New Jersey)
New Jersey
$1.47M
TH
673
TCTC Holdings
Texas
$1.46M
SBFM
674
S-Bank Fund Management
Finland
$1.45M
WPC
675
Wedmont Private Capital
Pennsylvania
$1.43M