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
DCM
1276
Dudley Capital Management
Virginia
$204K
GSEP
1277
Golden State Equity Partners
California
$204K
BWS
1278
Buck Wealth Strategies
Colorado
$204K
SFC
1279
SYM Financial Corp
Indiana
$203K
BOM
1280
Bank of Marin
California
$203K
RWRC
1281
R.W. Roge & Company
New York
$203K
TCM
1282
Traub Capital Management
Massachusetts
$203K
MPPW
1283
Mitchell & Pahl Private Wealth
Oklahoma
$203K
AFT
1284
Alpha Family Trust
California
$203K
PFM
1285
Patton Fund Management
Texas
$202K
PWG
1286
Portside Wealth Group
Utah
$202K
HWA
1287
HHM Wealth Advisors
Tennessee
$202K
CCG
1288
Cypress Capital Group
Florida
$202K
FHC
1289
First Heartland Consultants
Missouri
$202K
CC
1290
Carlson Capital
Texas
$202K
UW
1291
Unique Wealth
Florida
$201K
NS
1292
NBC Securities
Alabama
$201K
CT
1293
Chicago Trust
Illinois
$201K
AF
1294
Atala Financial
California
$200K
MAM
1295
McLean Asset Management
Virginia
$200K
AA
1296
Ancora Advisors
Ohio
$196K
BWL
1297
Bogart Wealth LLC
Virginia
$196K
CFO
1298
CVA Family Office
Colorado
$195K
FHC
1299
First Horizon Corporation
Tennessee
$181K
SSG
1300
Summit Securities Group
New York
$171K