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
S
726
SimplyRich
California
$1.16M
EWM
727
Elmwood Wealth Management
California
$1.15M
DDC
728
DF Dent & Co
Maryland
$1.15M
TAM
729
Trust Asset Management
Texas
$1.14M
CA
730
Commerzbank Aktiengesellschaft
Germany
$1.14M
BEAM
731
Baker Ellis Asset Management
Washington
$1.13M
SWP
732
Sagespring Wealth Partners
Tennessee
$1.13M
CFB
733
Cullen/Frost Bankers
Texas
$1.13M
WPA
734
West Paces Advisors
Georgia
$1.12M
CFAM
735
Center For Asset Management
Florida
$1.12M
AFA
736
AA Financial Advisors
Ohio
$1.12M
VF
737
Virtu Financial
New York
$1.11M
NRS
738
Neville Rodie & Shaw
New York
$1.11M
IIC
739
Ironwood Investment Counsel
Arizona
$1.11M
FWCM
740
Ferguson Wellman Capital Management
Oregon
$1.11M
VFA
741
Valeo Financial Advisors
Indiana
$1.1M
TI
742
Trexquant Investment
Connecticut
$1.1M
FFO
743
Fiduciary Family Office
Florida
$1.07M
IA
744
Integrity Alliance
Iowa
$1.07M
PFG
745
Prosperity Financial Group
California
$1.07M
NP
746
Nilsine Partners
Colorado
$1.07M
SSWM
747
Smith Salley Wealth Management
North Carolina
$1.06M
CCA
748
Checchi Capital Advisers
California
$1.06M
BS
749
Banco Santander
Spain
$1.06M
LCWP
750
Legacy Capital Wealth Partners
Arkansas
$1.06M