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
BIA
1401
Bell Investment Advisors
California
$38.7K
AFG
1402
Albion Financial Group
Utah
$38.7K
FPF
1403
First Pacific Financial
Washington
$37.9K
CAL
1404
Capital Advisors Ltd
Ohio
$37K
RL
1405
Rogco LP
Oklahoma
$36.9K
FWM
1406
FSA Wealth Management
Massachusetts
$36.7K
FFA
1407
Frazier Financial Advisors
Ohio
$36.5K
CIR
1408
Clear Investment Research
Georgia
$35.1K
JWM
1409
JPL Wealth Management
Colorado
$34.9K
CAL
1410
Capital Analysts LLC
Pennsylvania
$34K
TCM
1411
TD Capital Management
Tennessee
$33.6K
CH
1412
Canton Hathaway
Rhode Island
$33K
JWA
1413
JFS Wealth Advisors
Pennsylvania
$32.9K
DWM
1414
Dogwood Wealth Management
Kansas
$32K
TCM
1415
TruNorth Capital Management
Michigan
$31.8K
FLP
1416
Financial Life Planners
Arizona
$31.7K
ADL
1417
Asset Dedication LLC
California
$31K
ITIM
1418
Indiana Trust & Investment Management
Indiana
$30.4K
DWA
1419
Delos Wealth Advisors
Texas
$29.8K
GSWM
1420
Golden State Wealth Management
California
$29.5K
KFP
1421
Kerr Financial Planning
California
$27.4K
SC
1422
Solstein Capital
California
$27.2K
NL
1423
NVWM LLC
Pennsylvania
$26.6K
AIA
1424
Aventus Investment Advisors
Florida
$26.2K
PSB
1425
Piscataqua Savings Bank
New Hampshire
$26K