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
SI
751
Stephens Inc
Arkansas
$1.05M
DWT
752
Dorsey & Whitney Trust
South Dakota
$1.05M
KCM
753
Kathmere Capital Management
Pennsylvania
$1.05M
AF
754
Allworth Financial
California
$1.03M
BWS
755
Broadway Wealth Solutions
Texas
$1.03M
HPIA
756
Hamilton Point Investment Advisors
North Carolina
$1.03M
JWM
757
JGP Wealth Management
Oregon
$1.03M
MMHP
758
Murphy Middleton Hinkle & Parker
Georgia
$1.03M
Federated Hermes
759
Federated Hermes
Pennsylvania
$1.02M
SIA
760
SkyView Investment Advisors
New Jersey
$1.02M
RIM
761
Rakuten Investment Management
Japan
$1.02M
IAN
762
Integrated Advisors Network
Texas
$1.02M
OC
763
Oppenheimer & Co
New York
$1.01M
LIM
764
Leavell Investment Management
Alabama
$1.01M
T
765
TrueFG
Texas
$1.01M
PCP
766
Perbak Capital Partners
United Kingdom
$1.01M
GRP
767
Global Retirement Partners
California
$1.01M
AFS
768
Access Financial Services
Minnesota
$1M
FW
769
FullCircle Wealth
Texas
$1M
TAMH
770
Taikang Asset Management (HK)
Hong Kong
$1M
HPC
771
HM Payson & Co
Maine
$998K
QWM
772
Quadcap Wealth Management
Texas
$995K
CIC
773
Chilton Investment Company
Connecticut
$994K
PWMAG
774
Pinnacle Wealth Management Advisory Group
New Jersey
$991K
TCBWMS
775
Texas Capital Bank Wealth Management Services
Texas
$985K