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
CH
1151
Cromwell Holdings
Wyoming
$280K
FWP
1152
FAS Wealth Partners
Kansas
$280K
RSWM
1153
Robertson Stephens Wealth Management
California
$278K
MWA
1154
Mills Wealth Advisors
Texas
$278K
CCFM
1155
Clear Creek Financial Management
Washington
$278K
ACC
1156
Acorn Creek Capital
Colorado
$276K
BONH
1157
Bank of New Hampshire
New Hampshire
$276K
LAS
1158
Legacy Advisory Services
Pennsylvania
$274K
WS
1159
Wedbush Securities
California
$274K
MPI
1160
Mairs & Power Inc
Minnesota
$273K
HIC
1161
Hartline Investment Corp
Illinois
$272K
LAM
1162
Lewis Asset Management
California
$272K
DI
1163
Diligent Investors
California
$272K
RHJA
1164
Rice Hall James & Associates
California
$272K
DWM
1165
Drive Wealth Management
Utah
$272K
PCP
1166
Proficio Capital Partners
Massachusetts
$271K
RA
1167
RFG Advisory
Alabama
$270K
OL
1168
OneFund LLC
Florida
$270K
FMII
1169
Farmers & Merchants Investments Inc
Nebraska
$269K
BW
1170
Blalock Williams
Alabama
$269K
CTC
1171
Central Trust Company
Missouri
$268K
SEIA
1172
Signature Estate & Investment Advisors
California
$267K
MEG
1173
Millstone Evans Group
Colorado
$267K
SCM
1174
Stevens Capital Management
Pennsylvania
$267K
HCM
1175
Hollencrest Capital Management
California
$266K