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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
AA
1301
Ancora Advisors
Ohio
$196K -$18.3K -89 -8%
BWL
1302
Bogart Wealth LLC
Virginia
$196K +$3.29K +16 +2%
CFO
1303
CVA Family Office
Colorado
$195K -$45.9K -223 -19%
FHC
1304
First Horizon Corporation
Tennessee
$181K +$184K +896 New
SSG
1305
Summit Securities Group
New York
$171K +$106K +515 +155%
OCM
1306
Osterweis Capital Management
California
$169K -$17.7K -86 -9%
CT
1307
Clearstead Trust
Maine
$169K +$9.26K +45 +6%
PPA
1308
Painted Porch Advisors
California
$164K
SI
1309
Sava Infond
Slovenia
$161K -$165K -800 -50%
IBOK
1310
Independence Bank of Kentucky
Kentucky
$160K +$13.4K +65 +9%
CFG
1311
Clayton Financial Group
Missouri
$159K +$163K +791 New
Walleye Capital
1312
Walleye Capital
New York
$154K -$747K -3,630 -83%
CIAM
1313
Caitong International Asset Management
Hong Kong
$154K +$95.6K +465 +156%
AAS
1314
Ameritas Advisory Services
Nebraska
$153K +$4.53K +22 +3%
BGAI
1315
Bruce G. Allen Investments
Colorado
$149K +$18.1K +88 +14%
VCM
1316
Versant Capital Management
Arizona
$141K -$112K -546 -44%
LC
1317
Lavaca Capital
Texas
$141K
AGWCA
1318
Annis Gardner Whiting Capital Advisors
Florida
$141K +$16.2K +79 +13%
Cohen & Steers
1319
Cohen & Steers
New York
$141K
HWM
1320
Hemington Wealth Management
Virginia
$139K -$14K -68 -9%
BC
1321
Bayforest Capital
United Kingdom
$139K +$142K +688 New
QC
1322
Quent Capital
New York
$126K +$129K +625 New
RFP
1323
Root Financial Partners
California
$125K +$128K +623 New
PCFFS
1324
Pacific Center for Financial Services
California
$124K
MHR
1325
Matthew Hamilton Rosenberg
$123K