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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
HDIM
1401
Hanson & Doremus Investment Management
Vermont
$43K +$10.5K +51 +31%
Loomis, Sayles & Company
1402
Loomis, Sayles & Company
Massachusetts
$42.1K +$823 +4 +2%
BSB
1403
Bangor Savings Bank
Maine
$41.5K
SHIM
1404
Stone House Investment Management
Pennsylvania
$40.2K -$1.23K -6 -3%
CYG
1405
Clean Yield Group
Vermont
$38.9K
BIA
1406
Bell Investment Advisors
California
$38.7K -$823 -4 -2%
AFG
1407
Albion Financial Group
Utah
$38.7K +$2.47K +12 +7%
FPF
1408
First Pacific Financial
Washington
$37.9K +$206 +1 +0.5%
CAL
1409
Capital Advisors Ltd
Ohio
$37K -$10.3K -50 -22%
RL
1410
Rogco LP
Oklahoma
$36.9K
FWM
1411
FSA Wealth Management
Massachusetts
$36.7K
FFA
1412
Frazier Financial Advisors
Ohio
$36.5K -$206 -1 -0.5%
CIR
1413
Clear Investment Research
Georgia
$35.1K +$6.99K +34 +24%
JWM
1414
JPL Wealth Management
Colorado
$34.9K +$35.6K +173 New
CAL
1415
Capital Analysts LLC
Pennsylvania
$34K +$206 +1 +0.6%
TCM
1416
TD Capital Management
Tennessee
$33.6K +$206 +1 +0.6%
CH
1417
Canton Hathaway
Rhode Island
$33K
JWA
1418
JFS Wealth Advisors
Pennsylvania
$32.9K +$617 +3 +2%
DWM
1419
Dogwood Wealth Management
Kansas
$32K -$349K -1,695 -91%
TCM
1420
TruNorth Capital Management
Michigan
$31.8K +$32.5K +158 New
FLP
1421
Financial Life Planners
Arizona
$31.7K +$32.3K +157 New
ADL
1422
Asset Dedication LLC
California
$31K
ITIM
1423
Indiana Trust & Investment Management
Indiana
$30.4K
DWA
1424
Delos Wealth Advisors
Texas
$29.8K
GSWM
1425
Golden State Wealth Management
California
$29.5K