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
WB
1376
Webster Bank
Connecticut
$59.9K
DF
1377
Dunhill Financial
United Kingdom
$58.3K
TCA
1378
Trifecta Capital Advisors
Illinois
$58.2K
RA
1379
Rise Advisors
New York
$58K
PCTC
1380
Perkins Coie Trust Company
Washington
$57.6K
M
1381
MOTCO
Texas
$57.2K
PWA
1382
Physician Wealth Advisors
Utah
$55.4K
CPG
1383
Cornerstone Planning Group
New Jersey
$54.2K
SVWA
1384
Sarver Vrooman Wealth Advisors
Missouri
$54.2K
EWP
1385
Elevation Wealth Partners
California
$51.9K
CA
1386
CoreCap Advisors
Michigan
$51.4K
FFO
1387
Fortitude Family Office
Arizona
$51K
AA
1388
Addison Advisors
Vermont
$50.6K
TF
1389
Tompkins Financial
New York
$50.2K
WIM
1390
Westside Investment Management
California
$49.9K
GKIM
1391
GW&K Investment Management
Massachusetts
$48K
NRG
1392
Nemes Rush Group
Michigan
$47.3K
TFA
1393
Transamerica Financial Advisors
Florida
$46.5K
C
1394
Covestor
United Kingdom
$46K
FUBT
1395
First United Bank & Trust
Maryland
$43.5K
HDIM
1396
Hanson & Doremus Investment Management
Vermont
$43K
Loomis, Sayles & Company
1397
Loomis, Sayles & Company
Massachusetts
$42.1K
BSB
1398
Bangor Savings Bank
Maine
$41.5K
SHIM
1399
Stone House Investment Management
Pennsylvania
$40.2K
CYG
1400
Clean Yield Group
Vermont
$38.9K