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
TGAM
801
TBH Global Asset Management
Tennessee
$905K
RF
802
Rossby Financial
Florida
$904K
SFS
803
Sowell Financial Services
Arkansas
$901K
P
804
Pitcairn
Pennsylvania
$894K
BWM
805
BAM Wealth Management
Colorado
$892K
CWM
806
Connecticut Wealth Management
Connecticut
$884K
LIM
807
Longfellow Investment Management
Massachusetts
$882K
TTIC
808
Tower Trust & Investment Company
Iowa
$869K
CCG
809
Ceeto Capital Group
Florida
$867K
TCOT
810
Trust Company of Toledo
Ohio
$866K
WWM
811
Western Wealth Management
Colorado
$865K
FFM
812
Forum Financial Management
Illinois
$862K
LFM
813
LGT Fund Management
Liechtenstein
$858K
KLCM
814
KG&L Capital Management
Louisiana
$854K
MFGM
815
Marshall Financial Group (Maryland)
Maryland
$853K
GAG
816
GM Advisory Group
New York
$842K
PP
817
PDS Planning
Ohio
$841K
MCM
818
Mattern Capital Management
Colorado
$839K
MPWT
819
MassMutual Private Wealth & Trust
Connecticut
$838K
PW
820
PUREfi Wealth
Massachusetts
$837K
IWC
821
Integrated Wealth Concepts
Massachusetts
$836K
MA
822
Mutual Advisors
Nebraska
$832K
GIC
823
Generali Investments CEE
Czech Republic
$832K
BCM
824
Bayesian Capital Management
New York
$826K
AA
825
Armis Advisers
Georgia
$821K