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
JIC
1026
Joel Isaacson & Co
New York
$383K
JCM
1027
Jacobi Capital Management
Pennsylvania
$382K
FWA
1028
FSM Wealth Advisors
Ohio
$381K
LOAMU
1029
Lombard Odier Asset Management (USA)
New York
$379K
MSCM
1030
McElhenny Sheffield Capital Management
Texas
$377K
HWMO
1031
Heritage Wealth Management (Ohio)
Ohio
$373K
CGL
1032
Clarius Group LLC
Washington
$373K
GC
1033
Gilbert & Cook
Iowa
$372K
CPA
1034
Capital Performance Advisors
California
$370K
FMLI
1035
Fukoku Mutual Life Insurance
Japan
$370K
CFP
1036
Catalyst Financial Partners
Massachusetts
$369K
AWA
1037
AGH Wealth Advisors
Kansas
$369K
OCG
1038
Opus Capital Group
Ohio
$368K
OL
1039
Optas LLC
Texas
$367K
SAI
1040
Savvy Advisors Inc
New York
$367K
DA
1041
Dillon & Associates
Michigan
$367K
LWP
1042
LeClair Wealth Partners
Ohio
$367K
CPIG
1043
Chicago Partners Investment Group
Illinois
$365K
GWANC
1044
Guardian Wealth Advisors (North Carolina)
North Carolina
$365K
JAG
1045
Journey Advisory Group
Kentucky
$363K
PWAM
1046
Private Wealth Asset Management
Iowa
$362K
FMP
1047
Financial Management Professionals
Texas
$362K
DAS
1048
Dynamic Advisor Solutions
Arizona
$359K
KFA
1049
Kelleher Financial Advisors
New York
$358K
NHT
1050
New Hampshire Trust
New Hampshire
$358K