We are live on ! Find out more
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
MFT
1451
Moisand Fitzgerald Tamayo
Florida
$17.9K
MMCM
1452
Murphy & Mullick Capital Management
New York
$17.7K
TC
1453
Truvestments Capital
Florida
$17.7K +$18.1K +88 New
OC
1454
Oakworth Capital
Alabama
$17.1K
BCM
1455
Boreal Capital Management
Florida
$16.7K +$9.67K +47 +131%
SIC
1456
SJS Investment Consulting
Ohio
$16.5K +$14.2K +69 +531%
CA
1457
Crewe Advisors
Utah
$16.1K
AW
1458
Avion Wealth
Texas
$16K +$3.5K +17 +26%
MWM
1459
Mascoma Wealth Management
New Hampshire
$15.7K
NC
1460
North Capital
Utah
$15.3K +$206 +1 +1%
CIAS
1461
CBIZ Investment Advisory Services
Ohio
$15.1K +$6.17K +30 +67%
SC
1462
Steph & Co
Wisconsin
$14.9K +$617 +3 +4%
GIA
1463
GHP Investment Advisors
Colorado
$14.5K -$823 -4 -5%
1M
1464
1248 Management
Missouri
$14.5K -$899K -4,372 -98%
AP
1465
Aspect Partners
Virginia
$14.3K +$206 +1 +1%
AWM
1466
Abound Wealth Management
Tennessee
$14K
NWM
1467
Navigoe Wealth Management
California
$14K +$14.4K +70 New
FMB
1468
Field & Main Bank
Kentucky
$13.1K
CWM
1469
Copia Wealth Management
Oregon
$12.5K
PCM
1470
Perritt Capital Management
Illinois
$12.3K
WBC
1471
West Branch Capital
Massachusetts
$12.3K +$11.7K +57 +1,425%
PK
1472
Pflug Koory
Nebraska
$12.3K
WWA
1473
Wealth Watch Advisors
Colorado
$12.1K +$12.3K +60 New
SIC
1474
Salem Investment Counselors
North Carolina
$11.3K -$4.11K -20 -26%
EWM
1475
Evermay Wealth Management
Virginia
$11.1K