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
ML
1051
Mayport LLC
Massachusetts
$357K
FDCP
1052
Foster Dykema Cabot & Partners
Massachusetts
$356K
SAM
1053
Summit Asset Management
Tennessee
$354K
NPF
1054
Norris Perne & French
Michigan
$354K
AHB
1055
Abner Herrman & Brock
New Jersey
$353K
EL
1056
EWA LLC
Pennsylvania
$350K
LFG
1057
Lockerman Financial Group
California
$350K
BFM
1058
Boothbay Fund Management
New York
$349K
AWM
1059
Avior Wealth Management
Nebraska
$349K
UB
1060
Umpqua Bank
Oregon
$346K
MA
1061
MCF Advisors
Kentucky
$346K
VAG
1062
VisionPoint Advisory Group
Texas
$346K
WANY
1063
Wealthspire Advisors (New York)
New York
$346K
DWA
1064
Douglass Winthrop Advisors
New York
$345K
WCWM
1065
Willow Creek Wealth Management
California
$344K
GM
1066
GeoWealth Management
Illinois
$344K
IP
1067
Investment Partners
Ohio
$343K
PI
1068
PFG Investments
New York
$343K
RMCM
1069
Reynders McVeigh Capital Management
Massachusetts
$340K
CBB
1070
Citizens Business Bank
California
$340K
SG
1071
StoneX Group
New York
$339K
SCP
1072
Sivia Capital Partners
California
$339K
MWA
1073
Meridian Wealth Advisors
Texas
$338K
TA
1074
TFB Advisors
Kansas
$336K
MG
1075
Mather Group
Illinois
$335K