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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
AG
1351
AmeriFlex Group
Nevada
$83K +$48.1K +234 +131%
DFA
1352
DHJJ Financial Advisors
Illinois
$82.6K
NECFA
1353
New England Capital Financial Advisors
Connecticut
$82.1K +$206 +1 +0.2%
RFS
1354
Richardson Financial Services
Massachusetts
$82K -$14.2K -69 -14%
MAM
1355
Morse Asset Management
Connecticut
$81.6K
MDA
1356
Minot DeBlois Advisors
Massachusetts
$80.6K -$5.14K -25 -6%
RTC
1357
Riverview Trust Company
Washington
$80.6K
TSMHT
1358
Thurston Springer Miller Herd & Titak
Indiana
$77.4K -$1.33M -6,481 -94%
DI
1359
DAGCO Inc
Ohio
$77.3K +$206 +1 +0.3%
KA
1360
Kozak & Associates
Colorado
$77.2K +$823 +4 +0.9%
CNBT
1361
Cornerstone National Bank & Trust
Illinois
$75.6K
SCA
1362
Stuart Chaussee & Associates
California
$75.4K
APW
1363
Aventura Private Wealth
Florida
$74.8K
RCM
1364
Raleigh Capital Management
North Carolina
$74.4K -$3.29K -16 -4%
SCM
1365
Silvant Capital Management
Georgia
$72.1K
DWA
1366
Dougherty Wealth Advisers
Minnesota
$67.3K
SIS
1367
Sound Income Strategies
Florida
$66.6K -$6.79K -33 -9%
GWM
1368
Geneos Wealth Management
Colorado
$66.1K -$278K -1,354 -80%
AT
1369
Arlington Trust
Alabama
$65.9K -$1.03K -5 -2%
QL
1370
Quarry LP
New York
$65.5K -$200K -972 -75%
HWA
1371
Heritage Wealth Advisors
Virginia
$65.3K -$2.67K -13 -4%
CSC
1372
Caldwell Sutter Capital
California
$63.9K +$3.5K +17 +6%
GEA
1373
Glen Eagle Advisors
New Jersey
$63.1K +$5.96K +29 +10%
PMFA
1374
Plante Moran Financial Advisors
Michigan
$62.9K +$11.1K +54 +21%
OP
1375
ORG Partners
Indiana
$62.7K -$31.3K -152 -33%