MRSH

Marsh

1,567 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, 554 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: 90.62%87.77% (-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
1,567
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
CIM
1251
Cambria Investment Management
California
$215K
RA
1252
Riversedge Advisors
Delaware
$215K
SB
1253
Sunflower Bank
Texas
$214K
OWP
1254
Obermeyer Wealth Partners
Colorado
$213K
MWM
1255
Modern Wealth Management
Kansas
$213K
MSWM
1256
McGlone Suttner Wealth Management
Wisconsin
$213K
HB
1257
Horizon Bancorp
Indiana
$213K
AA
1258
Advisory Alpha
Michigan
$213K
FFA
1259
Founders Financial Alliance
North Carolina
$213K
AF
1260
Advisornet Financial
Minnesota
$212K
ICP
1261
Interchange Capital Partners
Pennsylvania
$212K
PWM
1262
Pines Wealth Management
North Carolina
$212K
PFPT
1263
Pinnacle Financial Partners (Tennessee)
Tennessee
$211K
SIM
1264
Stratos Investment Management
Ohio
$209K
OIAM
1265
OFI Invest Asset Management
France
$209K
BCG
1266
BayBridge Capital Group
California
$208K
FAFN
1267
First Affirmative Financial Network
Colorado
$207K
SC
1268
Sapient Capital
Indiana
$206K
MCM
1269
MV Capital Management
Maryland
$206K
VA
1270
Valmark Advisers
Ohio
$205K
SMA
1271
Seven Mile Advisory
New Jersey
$205K
FWP
1272
Fiduciary Wealth Partners
Massachusetts
$205K
MW
1273
Members Wealth
Pennsylvania
$204K
ABC
1274
Associated Banc-Corp
Wisconsin
$204K
MAG
1275
Members Advisory Group
New York
$204K