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
GF
676
Gries Financial
Ohio
$1.42M
SFA
677
Souders Financial Advisors
Ohio
$1.42M
ML
678
McAdam LLC
Pennsylvania
$1.41M
JSW
679
Journey Strategic Wealth
New Jersey
$1.4M
WF
680
Welch & Forbes
Massachusetts
$1.4M
VCM
681
Voleon Capital Management
California
$1.4M
RFP
682
RCS Financial Planning
Maryland
$1.39M
RWP
683
RWA Wealth Partners
Massachusetts
$1.39M
UAML
684
US Asset Management LLC
Pennsylvania
$1.38M
WSFS
685
Wilmington Savings Fund Society
Delaware
$1.38M
DFCM
686
Dark Forest Capital Management
Puerto Rico
$1.37M
RZH
687
Relyea Zuckerberg Hanson
Connecticut
$1.36M
CNC
688
Citizens & Northern Corp
Pennsylvania
$1.36M
PA
689
Profund Advisors
Maryland
$1.36M
BHPW
690
Beverly Hills Private Wealth
California
$1.35M
BWAM
691
Boyd Watterson Asset Management
Ohio
$1.35M
VVP
692
Venture Visionary Partners
Ohio
$1.35M
SW
693
Simplicity Wealth
New Jersey
$1.34M
FFA
694
Farther Finance Advisors
California
$1.34M
SC
695
Stance Capital
Massachusetts
$1.33M
ST
696
Smithfield Trust
Pennsylvania
$1.33M
UBG
697
United Bank (Georgia)
Georgia
$1.31M
ET
698
Equitable Trust
Tennessee
$1.31M
NSB
699
Norway Savings Bank
Maine
$1.3M
DLA
700
Douglas Lane & Associates
New York
$1.28M