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
KC
1201
Kinloch Capital
Virginia
$252K
AWA
1202
Amplius Wealth Advisors
Pennsylvania
$252K
CPA
1203
Court Place Advisors
Maryland
$252K
BBA
1204
Braun-Bostich & Associates
Pennsylvania
$248K
BI
1205
Ballast Inc
Kentucky
$248K
FHA
1206
Flagship Harbor Advisors
Massachusetts
$247K
BWM
1207
Baron Wealth Management
Michigan
$247K
RCA
1208
Resonant Capital Advisors
Wisconsin
$245K
NAAA
1209
New Age Alpha Advisors
New York
$245K
NED
1210
Nancy E. Dempze
$244K
UAG
1211
United Advisor Group
Ohio
$243K
BB
1212
Busey Bank
Illinois
$243K
DWAM
1213
Duncan Williams Asset Management
Tennessee
$242K
PFA
1214
Pathway Financial Advisors
Vermont
$242K
GFL
1215
Granite FO LLC
New Hampshire
$242K
BW
1216
BIP Wealth
Georgia
$242K
PSP
1217
Principal Street Partners
Tennessee
$240K
GVAG
1218
Great Valley Advisor Group
Delaware
$239K
TSS
1219
Two Sigma Securities
New York
$239K
WCA
1220
Westover Capital Advisors
Delaware
$239K
GBT
1221
Grove Bank & Trust
Florida
$239K
NCM
1222
Northside Capital Management
Oregon
$239K
AP
1223
Advisors Preferred
Maryland
$238K
PPWM
1224
Paragon Private Wealth Management
Kentucky
$238K
TWP
1225
Tyche Wealth Partners
Texas
$237K