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
DMBA
1101
Deseret Mutual Benefit Administrators
Utah
$312K
WB
1102
WesBanco Bank
West Virginia
$310K
B
1103
Bailard
California
$310K
SFS
1104
Stiles Financial Services
Minnesota
$309K
CWP
1105
Capital Wealth Planning
Florida
$308K
SIM
1106
Sentry Investment Management
Wisconsin
$307K
JWWM
1107
Johnson & White Wealth Management
Pennsylvania
$306K
IP
1108
Ignite Planners
California
$306K
IGAM
1109
iA Global Asset Management
Quebec, Canada
$306K
SW
1110
SlateStone Wealth
Florida
$306K
RMDI
1111
R.M. Davis Inc
Maine
$306K
VA
1112
VestGen Advisors
Illinois
$306K
IA
1113
IFC Advisors
California
$303K
PWMG
1114
Prestige Wealth Management Group
New Jersey
$303K
YIM
1115
Yoffe Investment Management
Pennsylvania
$302K
VF
1116
Vest Financial
Virginia
$302K
NI
1117
Natural Investments
California
$301K
OTL
1118
Oak Thistle LLC
New York
$300K
DW30
1119
Drucker Wealth 3.0
New Jersey
$299K
AC
1120
AXQ Capital
New Jersey
$299K
CT
1121
Colonial Trust
South Carolina
$299K
BRWA
1122
B. Riley Wealth Advisors
Florida
$299K
RP
1123
Riverwater Partners
Wisconsin
$297K
PP
1124
PFS Partners
New Jersey
$296K
DWP
1125
Daymark Wealth Partners
Ohio
$296K