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
SAM
701
Shell Asset Management
Netherlands
$1.27M
AWM
702
AE Wealth Management
Kansas
$1.26M
GI
703
GAMMA Investing
California
$1.26M
WA1
704
Wimmer Associates 1
California
$1.25M
EB
705
Exchange Bank
California
$1.24M
GWMR
706
GC Wealth Management RIA
Massachusetts
$1.24M
FTWA
707
Fifth Third Wealth Advisors
Ohio
$1.23M
MOS
708
MGO One Seven
Ohio
$1.22M
EC
709
EntryPoint Capital
New York
$1.22M
GWM
710
Graybill Wealth Management
Illinois
$1.22M
TSW
711
Thompson Siegel & Walmsley
Virginia
$1.22M
CTA
712
Chesley Taft & Associates
Illinois
$1.22M
RS
713
R Squared
Hong Kong
$1.22M
CWP
714
Concord Wealth Partners
Virginia
$1.22M
CAMV
715
Concord Asset Management (Virginia)
Virginia
$1.22M
EWA
716
EverSource Wealth Advisors
Alabama
$1.21M
FCP
717
Fidelis Capital Partners
Florida
$1.2M
LI
718
LMCG Investments
Massachusetts
$1.19M
PA
719
Parallel Advisors
California
$1.19M
VCA
720
Verdence Capital Advisors
Maryland
$1.19M
CA
721
CSM Advisors
Pennsylvania
$1.18M
WFI
722
West Family Investments
California
$1.18M
XT
723
XTX Topco
Cayman Islands
$1.17M
BC
724
Bridgefront Capital
Texas
$1.16M
BIG
725
Brooklyn Investment Group
New York
$1.16M