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
MDA
1351
Minot DeBlois Advisors
Massachusetts
$80.6K
RTC
1352
Riverview Trust Company
Washington
$80.6K
TSMHT
1353
Thurston Springer Miller Herd & Titak
Indiana
$77.4K
DI
1354
DAGCO Inc
Ohio
$77.3K
KA
1355
Kozak & Associates
Colorado
$77.2K
CNBT
1356
Cornerstone National Bank & Trust
Illinois
$75.6K
SCA
1357
Stuart Chaussee & Associates
California
$75.4K
APW
1358
Aventura Private Wealth
Florida
$74.8K
RCM
1359
Raleigh Capital Management
North Carolina
$74.4K
SCM
1360
Silvant Capital Management
Georgia
$72.1K
DWA
1361
Dougherty Wealth Advisers
Minnesota
$67.3K
SIS
1362
Sound Income Strategies
Florida
$66.6K
GWM
1363
Geneos Wealth Management
Colorado
$66.1K
AT
1364
Arlington Trust
Alabama
$65.9K
QL
1365
Quarry LP
New York
$65.5K
HWA
1366
Heritage Wealth Advisors
Virginia
$65.3K
CSC
1367
Caldwell Sutter Capital
California
$63.9K
GEA
1368
Glen Eagle Advisors
New Jersey
$63.1K
PMFA
1369
Plante Moran Financial Advisors
Michigan
$62.9K
OP
1370
ORG Partners
Indiana
$62.7K
HWM
1371
HighMark Wealth Management
Minnesota
$62K
STB
1372
S&T Bank
Pennsylvania
$61.5K
SC
1373
SouthState Corp
Florida
$60.7K
CCC
1374
Chelsea Counsel Company
California
$60.5K
GPI
1375
General Partner Inc
Pennsylvania
$60.1K