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
AWE
1226
Avidian Wealth Enterprises
Texas
$237K
BFWA
1227
Benchmark Financial Wealth Advisors
Florida
$236K
ASG
1228
Ariston Services Group
California
$235K
WDC
1229
Woodward Diversified Capital
California
$235K
FOA
1230
Five Oceans Advisors
California
$234K
TC
1231
TownSquare Capital
Utah
$233K
TNB
1232
Thomasville National Bank
Georgia
$232K
MWM
1233
Maridea Wealth Management
New York
$232K
AWA
1234
Arete Wealth Advisors
Illinois
$230K
AAM
1235
Aureus Asset Management
Massachusetts
$230K
AW
1236
Alteri Wealth
California
$230K
SW
1237
Schulz Wealth
Texas
$229K
RMC
1238
Resources Management Corp
Connecticut
$227K
Koshinski Asset Management
1239
Koshinski Asset Management
Illinois
$226K
GA
1240
Goldstein Advisors
Wisconsin
$226K
NO
1241
Ninety One
South Africa
$226K
RDWM
1242
Red Door Wealth Management
Tennessee
$224K
CA
1243
Claro Advisors
Massachusetts
$224K
AAMC
1244
Asset Allocation & Management Company
Illinois
$224K
Group One Trading
1245
Group One Trading
Illinois
$223K
BWCS
1246
Beirne Wealth Consulting Services
Connecticut
$223K
ISWM
1247
Independent Solutions Wealth Management
New York
$223K
PAM
1248
Paradigm Asset Management
New York
$222K
CFM
1249
Catalyst Funds Management
Australia
$222K
WMA
1250
Wealth Management Associates
New Jersey
$218K