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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
HWM
1376
HighMark Wealth Management
Minnesota
$62K
STB
1377
S&T Bank
Pennsylvania
$61.5K
SC
1378
SouthState Corp
Florida
$60.7K -$29K -141 -32%
CCC
1379
Chelsea Counsel Company
California
$60.5K
GPI
1380
General Partner Inc
Pennsylvania
$60.1K
WB
1381
Webster Bank
Connecticut
$59.9K -$6.38K -31 -9%
DF
1382
Dunhill Financial
United Kingdom
$58.3K -$411 -2 -0.7%
TCA
1383
Trifecta Capital Advisors
Illinois
$58.2K
RA
1384
Rise Advisors
New York
$58K +$1.44K +7 +2%
PCTC
1385
Perkins Coie Trust Company
Washington
$57.6K
M
1386
MOTCO
Texas
$57.2K -$23.4K -114 -29%
PWA
1387
Physician Wealth Advisors
Utah
$55.4K +$411 +2 +0.7%
CPG
1388
Cornerstone Planning Group
New Jersey
$54.2K +$1.85K +9 +3%
SVWA
1389
Sarver Vrooman Wealth Advisors
Missouri
$54.2K
EWP
1390
Elevation Wealth Partners
California
$51.9K +$4.32K +21 +9%
CA
1391
CoreCap Advisors
Michigan
$51.4K -$9.46K -46 -15%
FFO
1392
Fortitude Family Office
Arizona
$51K
AA
1393
Addison Advisors
Vermont
$50.6K -$26.7K -130 -34%
TF
1394
Tompkins Financial
New York
$50.2K -$52K -253 -50%
WIM
1395
Westside Investment Management
California
$49.9K +$22.4K +109 +78%
GKIM
1396
GW&K Investment Management
Massachusetts
$48K -$7.82K -38 -14%
NRG
1397
Nemes Rush Group
Michigan
$47.3K +$206 +1 +0.4%
TFA
1398
Transamerica Financial Advisors
Florida
$46.5K +$47.1K +229 +11,450%
C
1399
Covestor
United Kingdom
$46K -$2.26K -11 -5%
FUBT
1400
First United Bank & Trust
Maryland
$43.5K