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
SWM
1001
Stockman Wealth Management
Montana
$412K
GIA
1002
Gladstone Institutional Advisory
Florida
$411K
KIG
1003
Kessler Investment Group
Indiana
$411K
MIM
1004
Merrion Investment Management
New Jersey
$409K
CG
1005
Cynosure Group
Utah
$409K
NL
1006
NWAM LLC
Washington
$405K
SWP
1007
Stratos Wealth Partners
Ohio
$404K
DOA
1008
D'Orazio & Associates
Virginia
$403K
HCM
1009
Hutchinson Capital Management
California
$403K
KCM
1010
Kornitzer Capital Management
Kansas
$403K
SCI
1011
S&CO Inc
Massachusetts
$403K
TB
1012
Terril Brothers
Missouri
$403K
KP
1013
Keel Point
Alabama
$396K
GAM
1014
GEM Asset Management
Michigan
$395K
WCM
1015
Wallace Capital Management
Texas
$395K
CFG
1016
CKW Financial Group
Hawaii
$393K
GWA
1017
Gratus Wealth Advisors
Virginia
$392K
UFF
1018
USA Financial Formulas
Michigan
$392K
NFC
1019
Northstar Financial Companies
Pennsylvania
$391K
PVI
1020
Pine Valley Investments
New Jersey
$389K
SAG
1021
SageView Advisory Group
California
$389K
TBA
1022
Tower Bridge Advisors
Pennsylvania
$388K
APW
1023
Acima Private Wealth
Virginia
$386K
MWM
1024
Modera Wealth Management
New Jersey
$385K
SFO
1025
Stokes Family Office
Louisiana
$385K