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
LWCFA
901
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$618K
SPC
902
Spirepoint Private Client
Florida
$617K
SCM
903
SOL Capital Management
Maryland
$611K
NSAM
904
North Star Asset Management
Wisconsin
$611K
RCM
905
Regency Capital Management
Hawaii
$606K
AT
906
Avalon Trust
New Mexico
$592K
RIG
907
RiverFront Investment Group
Virginia
$590K
CC
908
Cadinha & Co
Hawaii
$589K
WS
909
Wela Strategies
Georgia
$587K
MC
910
Moors & Cabot
Massachusetts
$583K
SG
911
Strid Group
Pennsylvania
$579K
KA
912
Kearns & Associates
California
$576K
AWA
913
Archvest Wealth Advisors
California
$573K
IAS
914
Insigneo Advisory Services
Florida
$572K
SWM
915
Sterling Wealth Management
Illinois
$568K
FFA
916
Florida Financial Advisors
Florida
$566K
MWM
917
Meritas Wealth Management
California
$565K
TPA
918
Trivium Point Advisory
Connecticut
$564K
PCS
919
Personal CFO Solutions
New Jersey
$560K
DWM
920
Dakota Wealth Management
Florida
$560K
OFG
921
OmniStar Financial Group
North Carolina
$559K
MCM
922
McRae Capital Management
New Jersey
$557K
SWA
923
SOA Wealth Advisors
New York
$557K
BTWM
924
Baker Tilly Wealth Management
Wisconsin
$556K
BPC
925
Bryce Point Capital
New York
$550K