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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
SMA
1276
Seven Mile Advisory
New Jersey
$205K +$209K +1,016 New
FWP
1277
Fiduciary Wealth Partners
Massachusetts
$205K +$209K +1,015 New
MW
1278
Members Wealth
Pennsylvania
$204K +$209K +1,014 New
ABC
1279
Associated Banc-Corp
Wisconsin
$204K +$208K +1,011 New
DCM
1280
Dudley Capital Management
Virginia
$204K
MAG
1281
Members Advisory Group
New York
$204K
BWS
1282
Buck Wealth Strategies
Colorado
$204K +$208K +1,010 New
GSEP
1283
Golden State Equity Partners
California
$204K +$208K +1,010 New
SFC
1284
SYM Financial Corp
Indiana
$203K +$208K +1,009 New
BOM
1285
Bank of Marin
California
$203K +$10.7K +52 +5%
RWRC
1286
R.W. Roge & Company
New York
$203K +$1.85K +9 +0.9%
TCM
1287
Traub Capital Management
Massachusetts
$203K +$207K +1,007 New
MPPW
1288
Mitchell & Pahl Private Wealth
Oklahoma
$203K -$4.94K -24 -2%
AFT
1289
Alpha Family Trust
California
$203K -$111K -540 -35%
PFM
1290
Patton Fund Management
Texas
$202K
PWG
1291
Portside Wealth Group
Utah
$202K -$61.9K -301 -23%
HWA
1292
HHM Wealth Advisors
Tennessee
$202K -$3.7K -18 -2%
CCG
1293
Cypress Capital Group
Florida
$202K
FHC
1294
First Heartland Consultants
Missouri
$202K +$13.6K +66 +7%
CC
1295
Carlson Capital
Texas
$202K +$206K +1,000 New
UW
1296
Unique Wealth
Florida
$201K -$54.7K -266 -21%
NS
1297
NBC Securities
Alabama
$201K -$6.99K -34 -3%
CT
1298
Chicago Trust
Illinois
$201K +$1.44K +7 +0.7%
AF
1299
Atala Financial
California
$200K -$187K -911 -41%
MAM
1300
McLean Asset Management
Virginia
$200K -$6.79K -33 -3%