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
ACM
976
Andina Capital Management
Utah
$458K
EHWM
977
Eads & Heald Wealth Management
Georgia
$456K
IA
978
Intellus Advisors
Florida
$452K
RIM
979
Reliant Investment Management
Tennessee
$451K
WKWM
980
Walter & Keenan Wealth Management
Indiana
$450K
CCP
981
Clarkston Capital Partners
Michigan
$448K
PA
982
Procyon Advisors
Connecticut
$448K
FCG
983
Fielder Capital Group
Tennessee
$447K
BAM
984
Blueshift Asset Management
New Jersey
$446K
GH
985
GAM Holding
Switzerland
$446K
CA
986
Cornerstone Advisory
Maryland
$445K
ACM
987
Avalon Capital Management
California
$445K
AWM
988
Aprio Wealth Management
Georgia
$440K
PCM
989
Parsons Capital Management
Rhode Island
$438K
CCWM
990
Cassaday & Co Wealth Management
Virginia
$434K
FIA
991
Foundations Investment Advisors
Arizona
$432K
WFA
992
WestHill Financial Advisors
California
$430K
CCA
993
Childress Capital Advisors
Texas
$429K
LFA
994
Legacy Financial Advisors
Kentucky
$428K
RIL
995
Rothschild Investment LLC
Illinois
$424K
SHWM
996
Smith & Howard Wealth Management
Georgia
$423K
CAM
997
Congress Asset Management
Massachusetts
$421K
JWCA
998
J.W. Cole Advisors
Florida
$415K
TWA
999
Talisman Wealth Advisors
New Jersey
$413K
WPW
1000
Waldron Private Wealth
Pennsylvania
$412K