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
AFT
1276
Alpha Family Trust
California
$203K
PFM
1277
Patton Fund Management
Texas
$202K
PWG
1278
Portside Wealth Group
Utah
$202K
HWA
1279
HHM Wealth Advisors
Tennessee
$202K
CCG
1280
Cypress Capital Group
Florida
$202K
FHC
1281
First Heartland Consultants
Missouri
$202K
CC
1282
Carlson Capital
Texas
$202K
UW
1283
Unique Wealth
Florida
$201K
NS
1284
NBC Securities
Alabama
$201K
CT
1285
Chicago Trust
Illinois
$201K
AF
1286
Atala Financial
California
$200K
MAM
1287
McLean Asset Management
Virginia
$200K
AA
1288
Ancora Advisors
Ohio
$196K
BWL
1289
Bogart Wealth LLC
Virginia
$196K
CFO
1290
CVA Family Office
Colorado
$195K
FHC
1291
First Horizon Corporation
Tennessee
$181K
SSG
1292
Summit Securities Group
New York
$171K
OCM
1293
Osterweis Capital Management
California
$169K
CT
1294
Clearstead Trust
Maine
$169K
PPA
1295
Painted Porch Advisors
California
$164K
SI
1296
Sava Infond
Slovenia
$161K
IBOK
1297
Independence Bank of Kentucky
Kentucky
$160K
CFG
1298
Clayton Financial Group
Missouri
$159K
Walleye Capital
1299
Walleye Capital
New York
$154K
CIAM
1300
Caitong International Asset Management
Hong Kong
$154K