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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
KFP
1426
Kerr Financial Planning
California
$27.4K +$30.9K +150 New
SC
1427
Solstein Capital
California
$27.2K -$8.23K -40 -23%
NL
1428
NVWM LLC
Pennsylvania
$26.6K -$1.44K -7 -5%
AIA
1429
Aventus Investment Advisors
Florida
$26.2K
PSB
1430
Piscataqua Savings Bank
New Hampshire
$26K
LI
1431
LRI Investments
Florida
$25.2K -$26.5K -129 -51%
CTWM
1432
Cherry Tree Wealth Management
Minnesota
$24.6K
PB
1433
Pinnacle Bancorp
Nebraska
$24.6K +$25.1K +122 New
MAM
1434
Meeder Asset Management
Ohio
$22.8K -$44K -214 -65%
TIM
1435
Tortoise Investment Management
New York
$22.6K -$38.7K -188 -63%
KFI
1436
Key Financial Inc
Pennsylvania
$22.3K +$1.03K +5 +5%
PWMG
1437
Private Wealth Management Group
New Jersey
$22K -$411 -2 -2%
HHMI
1438
Howard Hughes Medical Institute
Maryland
$21.4K
ACM
1439
Accent Capital Management
Ohio
$21K
CWIG
1440
Chung Wu Investment Group
Texas
$20.6K
CTA
1441
Colonial Trust Advisors
South Carolina
$20.2K
CG
1442
Curat Global
New Hampshire
$20.2K
W
1443
WealthCollab
Washington
$19.1K
WA
1444
Westfuller Advisors
New York
$18.9K +$19.3K +94 New
PAM
1445
Palisade Asset Management
Minnesota
$18.3K +$18.7K +91 New
HNW
1446
High Note Wealth
Minnesota
$18.3K
BOJHT
1447
Bank of Jackson Hole Trust
Wyoming
$18.1K
DIP
1448
DT Investment Partners
Pennsylvania
$18.1K
UCB
1449
United Community Bank
South Carolina
$18.1K +$3.91K +19 +27%
OAJ
1450
Ogorek Anthony Joseph
New York
$18K -$1.23K -6 -6%