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MRSH

Marsh

1,572 hedge funds and large institutions have $87.2B invested in Marsh in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 559 increasing their positions, 607 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $125M | Put options by funds: $113M

5% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 154

8% less repeat investments, than reductions

Existing positions increased: 559 | Existing positions reduced: 607

2% less funds holding

Funds holding: 1,6061,572 (-34)

2.83% less ownership

Funds ownership: 90.81%87.98% (-2.8%)

10% less capital invested

Capital invested by funds: $97.1B → $87.2B (-$9.93B)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,572
Holders Change
-34
Holders Change %
-2.12%
% of All Funds
20.63%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.22%
New
147
Increased
559
Reduced
607
Closed
154
Calls
$125M
Puts
$113M
Net Calls
+$12M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
1251
Independent Solutions Wealth Management
New York
$223K +$227K +1,105 New
PAM
1252
Paradigm Asset Management
New York
$222K
CFM
1253
Catalyst Funds Management
Australia
$222K +$226K +1,100 New
WMA
1254
Wealth Management Associates
New Jersey
$218K
NGA
1255
Naples Global Advisors
Florida
$215K +$220K +1,068 New
CIM
1256
Cambria Investment Management
California
$215K +$219K +1,067 New
RA
1257
Riversedge Advisors
Delaware
$215K +$219K +1,065 New
SB
1258
Sunflower Bank
Texas
$214K -$28.4K -138 -12%
OWP
1259
Obermeyer Wealth Partners
Colorado
$213K
MWM
1260
Modern Wealth Management
Kansas
$213K -$44.4K -216 -17%
MSWM
1261
McGlone Suttner Wealth Management
Wisconsin
$213K +$823 +4 +0.4%
HB
1262
Horizon Bancorp
Indiana
$213K +$75.9K +369 +53%
AA
1263
Advisory Alpha
Michigan
$213K +$1.44K +7 +0.7%
FFA
1264
Founders Financial Alliance
North Carolina
$213K +$217K +1,055 New
AF
1265
Advisornet Financial
Minnesota
$212K +$41.8K +203 +24%
ICP
1266
Interchange Capital Partners
Pennsylvania
$212K +$217K +1,053 New
PWM
1267
Pines Wealth Management
North Carolina
$212K -$13.4K -65 -6%
PFPT
1268
Pinnacle Financial Partners (Tennessee)
Tennessee
$211K +$215K +1,045 New
SIM
1269
Stratos Investment Management
Ohio
$209K -$36K -175 -14%
OIAM
1270
OFI Invest Asset Management
France
$209K +$150K +729 +149%
BCG
1271
BayBridge Capital Group
California
$208K
FAFN
1272
First Affirmative Financial Network
Colorado
$207K -$50K -243 -19%
SC
1273
Sapient Capital
Indiana
$206K -$3.08K -15 -1%
MCM
1274
MV Capital Management
Maryland
$206K -$3.91K -19 -2%
VA
1275
Valmark Advisers
Ohio
$205K +$209K +1,017 New