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
LI
1426
LRI Investments
Florida
$25.2K
CTWM
1427
Cherry Tree Wealth Management
Minnesota
$24.6K
PB
1428
Pinnacle Bancorp
Nebraska
$24.6K
MAM
1429
Meeder Asset Management
Ohio
$22.8K
TIM
1430
Tortoise Investment Management
New York
$22.6K
KFI
1431
Key Financial Inc
Pennsylvania
$22.3K
PWMG
1432
Private Wealth Management Group
New Jersey
$22K
HHMI
1433
Howard Hughes Medical Institute
Maryland
$21.4K
ACM
1434
Accent Capital Management
Ohio
$21K
CWIG
1435
Chung Wu Investment Group
Texas
$20.6K
CTA
1436
Colonial Trust Advisors
South Carolina
$20.2K
CG
1437
Curat Global
New Hampshire
$20.2K
W
1438
WealthCollab
Washington
$19.1K
WA
1439
Westfuller Advisors
New York
$18.9K
PAM
1440
Palisade Asset Management
Minnesota
$18.3K
HNW
1441
High Note Wealth
Minnesota
$18.3K
DIP
1442
DT Investment Partners
Pennsylvania
$18.1K
BOJHT
1443
Bank of Jackson Hole Trust
Wyoming
$18.1K
UCB
1444
United Community Bank
South Carolina
$18.1K
OAJ
1445
Ogorek Anthony Joseph
New York
$18K
MFT
1446
Moisand Fitzgerald Tamayo
Florida
$17.9K
MMCM
1447
Murphy & Mullick Capital Management
New York
$17.7K
TC
1448
Truvestments Capital
Florida
$17.7K
OC
1449
Oakworth Capital
Alabama
$17.1K
BCM
1450
Boreal Capital Management
Florida
$16.7K