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
MA
951
Montag & Associates
Georgia
$499K
LGF
952
LGT Group Foundation
Liechtenstein
$498K
GAM
953
Groupama Asset Management
France
$498K
SWAG
954
Spectrum Wealth Advisory Group
California
$495K
PMSA
955
Patrick M. Sweeney & Associates
Illinois
$493K
PIM
956
Penobscot Investment Management
Massachusetts
$492K
Capstone Investment Advisors
957
Capstone Investment Advisors
New York
$491K
AWM
958
Aberdeen Wealth Management
Illinois
$491K
GCA
959
Genesee Capital Advisors
New York
$490K
ACM
960
Advisors Capital Management
New Jersey
$487K
JTWM
961
Jackson Thornton Wealth Management
Alabama
$483K
EB
962
Eastern Bank
Massachusetts
$483K
EFA
963
Evernest Financial Advisors
Indiana
$477K
PIA
964
Powell Investment Advisors
Florida
$475K
SIA
965
Soltis Investment Advisors
Utah
$474K
TPI
966
Trust Point Inc
Wisconsin
$473K
AI
967
AdvisorShares Investments
Maryland
$472K
JFL
968
Jarislowsky, Fraser Ltd
Quebec, Canada
$468K
EW
969
Evoke Wealth
California
$466K
IWM
970
IHT Wealth Management
Illinois
$465K
LAM
971
L2 Asset Management
Massachusetts
$465K
EI
972
Ellevest Inc
New York
$463K
GCP
973
GSA Capital Partners
United Kingdom
$461K
RI
974
Ridgewood Investments
New Jersey
$460K
AA
975
Alta Advisers
United Kingdom
$459K