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
WI
776
WBI Investments
New Jersey
$984K
PAS
777
Parsonex Advisory Services
Colorado
$982K
AIP
778
Ameritas Investment Partners
Nebraska
$977K
CNBT
779
Canandaigua National Bank & Trust
New York
$975K
DAS
780
Diversify Advisory Services
Utah
$967K
CSPIA
781
Cary Street Partners Investment Advisory
Virginia
$964K
IAA
782
Independent Advisor Alliance
North Carolina
$963K
CI
783
Cigna Investments
Connecticut
$960K
FC
784
Fjell Capital
North Dakota
$958K
FNT
785
First National Trust
Pennsylvania
$949K
CGIM
786
Capital Group Investment Management
Singapore
$948K
BBL
787
Beck Bode LLC
Massachusetts
$945K
CFP
788
Cascade Financial Partners
California
$942K
AUB
789
Atlantic Union Bankshares
Virginia
$942K
WA
790
Waverly Advisors
Alabama
$937K
MPAM
791
Murphy Pohlad Asset Management
Minnesota
$936K
QPWM
792
Quadrant Private Wealth Management
Pennsylvania
$936K
BHWM
793
Bar Harbor Wealth Management
New Hampshire
$931K
AFP
794
Ausdal Financial Partners
Iowa
$928K
VWM
795
Venturi Wealth Management
Texas
$928K
BA
796
Bridgewater Advisors
New York
$916K
BCM
797
Boltwood Capital Management
California
$912K
MT
798
Midwest Trust
Kansas
$910K
DADC
799
D.A. Davidson & Co
Montana
$910K
AC
800
AlphaCore Capital
California
$906K