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
BWM
876
Buckley Wealth Management
Nevada
$680K
LS
877
Livforsakringsbolaget Skandia
Sweden
$672K
FB
878
Fulton Bank
Pennsylvania
$659K
WJWM
879
Williams Jones Wealth Management
New York
$657K
SIA
880
Schear Investment Advisers
Ohio
$656K
KBFS
881
Kohmann Bosshard Financial Services
Ohio
$654K
WFPG
882
Waller Financial Planning Group
Ohio
$653K
PAM
883
Parvin Asset Management
South Dakota
$651K
GIA
884
Gateway Investment Advisers
Ohio
$649K
PCM
885
Permanent Capital Management
Illinois
$649K
GFP
886
Gryphon Financial Partners
Ohio
$646K
DSC
887
Duncker Streett & Co
Missouri
$645K
FA
888
Faithward Advisors
Pennsylvania
$641K
PGA
889
Portland Global Advisors
Maine
$638K
RB
890
Rodgers Brothers
Pennsylvania
$635K
DWM
891
Defined Wealth Management
Oregon
$634K
MTIC
892
Missouri Trust & Investment Company
Missouri
$633K
FRA
893
Frank Rimerman Advisors
California
$632K
CCA
894
Coign Capital Advisors
Utah
$625K
VC
895
Vicus Capital
Pennsylvania
$623K
WPIC
896
White Pine Investment Company
Michigan
$623K
CAMG
897
CWA Asset Management Group
Florida
$622K
LSA
898
Leonteq Securities AG
Switzerland
$622K
BFA
899
Bill Few Associates
Pennsylvania
$622K
4WM
900
44 Wealth Management
Oregon
$621K