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
TC
1076
TFR Capital
Texas
$333K
TW
1077
TritonPoint Wealth
Maryland
$332K
RW
1078
RVW Wealth
California
$331K
SWM
1079
SeaCrest Wealth Management
New York
$330K
MC
1080
Middleton & Co
Massachusetts
$330K
MSFS
1081
Main Street Financial Solutions
Pennsylvania
$329K
BA
1082
Bellwether Advisors
Nebraska
$329K
CA
1083
Continuum Advisory
Idaho
$328K
TL
1084
Tradewinds LLC
North Carolina
$326K
LJHT
1085
Laurie J. Hall Trustee
$324K
MSFP
1086
Mark Sheptoff Financial Planning
Connecticut
$324K
PHAM
1087
Palisades Hudson Asset Management
Florida
$324K
EA
1088
Everpar Advisors
Oklahoma
$324K
GPW
1089
Genesis Private Wealth
Virginia
$324K
RCAG
1090
Rehmann Capital Advisory Group
Michigan
$322K
Fisher Asset Management
1091
Fisher Asset Management
Washington
$322K
TWA
1092
TCI Wealth Advisors
Arizona
$321K
GEM
1093
Global Endowment Management
North Carolina
$321K
LGWM
1094
Litman Gregory Wealth Management
California
$320K
ONB
1095
Old National Bancorp
Indiana
$319K
DA
1096
Detalus Advisors
Missouri
$318K
CAM
1097
Carret Asset Management
New York
$318K
CM
1098
Capital Management
Virginia
$318K
Hudson Bay Capital Management
1099
Hudson Bay Capital Management
Connecticut
$317K
RBC
1100
Roble Belko & Company
Pennsylvania
$316K