MRSH

Marsh

1,554 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, 548 increasing their positions, 602 reducing their positions, and 156 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:

2.89% less ownership

Funds ownership: 90.63%87.75% (-2.9%)

10% less capital invested

Capital invested by funds: $96.9B → $86.9B (-$9.97B)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,554
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 +$394M
2 +$277M
3 +$254M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$248M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$177M

Top Sellers

1 -$722M
2 -$341M
3 -$300M
4
Amundi
Amundi
France
-$285M
5
NLI
Nippon Life Insurance
Japan
-$264M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1251
Advisory Alpha
Michigan
$213K
FFA
1252
Founders Financial Alliance
North Carolina
$213K
AF
1253
Advisornet Financial
Minnesota
$212K
ICP
1254
Interchange Capital Partners
Pennsylvania
$212K
PWM
1255
Pines Wealth Management
North Carolina
$212K
PFP
1256
Pinnacle Financial Partners
Tennessee
$211K
SIM
1257
Stratos Investment Management
Ohio
$209K
OIAM
1258
OFI Invest Asset Management
France
$209K
BCG
1259
BayBridge Capital Group
California
$208K
FAFN
1260
First Affirmative Financial Network
Colorado
$207K
SC
1261
Sapient Capital
Indiana
$206K
VA
1262
Valmark Advisers
Ohio
$205K
SMA
1263
Seven Mile Advisory
New Jersey
$205K
FWP
1264
Fiduciary Wealth Partners
Massachusetts
$205K
MW
1265
Members Wealth
Pennsylvania
$204K
ABC
1266
Associated Banc-Corp
Wisconsin
$204K
DCM
1267
Dudley Capital Management
Virginia
$204K
MAG
1268
Members Advisory Group
New York
$204K
BWS
1269
Buck Wealth Strategies
Colorado
$204K
GSEP
1270
Golden State Equity Partners
California
$204K
SFC
1271
SYM Financial Corp
Indiana
$203K
BOM
1272
Bank of Marin
California
$203K
RWRC
1273
R.W. Roge & Company
New York
$203K
TCM
1274
Traub Capital Management
Massachusetts
$203K
MPPW
1275
Mitchell & Pahl Private Wealth
Oklahoma
$203K