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
HWA
1176
HCR Wealth Advisors
California
$266K
PWP
1177
Principle Wealth Partners
Connecticut
$266K
FFP
1178
FourThought Financial Partners
Florida
$266K
TWM
1179
Trueblood Wealth Management
Ohio
$265K
GKWIM
1180
Gerber Kawasaki Wealth & Investment Management
California
$265K
OWA
1181
Outlook Wealth Advisors
Texas
$265K
RPC
1182
Rossmore Private Capital
Connecticut
$265K
MM
1183
MQS Management
New York
$265K
LSA
1184
Lion Street Advisors
Texas
$264K
PA
1185
PharVision Advisers
Florida
$263K
SGWM
1186
Sterling Group Wealth Management
California
$262K
VC
1187
Vestor Capital
Illinois
$258K
SWP
1188
Strategic Wealth Partners
Ohio
$258K
NPA
1189
Nichols & Pratt Advisers
Massachusetts
$257K
VCP
1190
Verus Capital Partners
Arizona
$257K
TCOV
1191
Trust Company of Vermont
Vermont
$257K
PL
1192
Parthenon LLC
Kentucky
$256K
KWA
1193
Kingswood Wealth Advisors
California
$256K
SWA
1194
Stratos Wealth Advisors
Ohio
$255K
VC
1195
Veracity Capital
Georgia
$255K
NEPPG
1196
New England Professional Planning Group
Rhode Island
$254K
CWM
1197
Cahaba Wealth Management
Georgia
$254K
CWG
1198
Cornerstone Wealth Group
North Carolina
$254K
YIA
1199
YHB Investment Advisors
Connecticut
$253K
TFCP
1200
Twin Focus Capital Partners
Massachusetts
$253K