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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
IWM
1476
IMG Wealth Management
Florida
$11.1K
CAM
1477
Creekmur Asset Management
Illinois
$10.9K
BDPWM
1478
Barnes Dennig Private Wealth Management
Ohio
$10.9K +$11.1K +54 New
MAM
1479
Marquette Asset Management
Minnesota
$10.7K +$10.9K +53 New
BI
1480
Binnacle Investments
Iowa
$9.67K
Q1WB
1481
Quest 10 Wealth Builders
Virginia
$9.47K -$15.6K -76 -62%
CFD
1482
Creative Financial Designs
Indiana
$9.27K -$411 -2 -4%
IRC
1483
Investors Research Corp
Georgia
$9.07K
RDFA
1484
Ritter Daniher Financial Advisory
Ohio
$9.07K
EPAM
1485
Evelyn Partners Asset Management
$9.07K +$9.26K +45 New
CI
1486
Clal Insurance
Israel
$9K -$1.44K -7 -14%
CCM
1487
Cloud Capital Management
Washington
$9K +$9.26K +45 New
GFWA
1488
Grey Fox Wealth Advisors
Delaware
$8.68K +$8.84K +43 New
RTL
1489
Red Tortoise LLC
Georgia
$8.67K
AP
1490
Atwood & Palmer
Missouri
$8.46K -$8.02K -39 -48%
BFS
1491
Bare Financial Services
Pennsylvania
$8.46K
CT
1492
Coastline Trust
Rhode Island
$8.46K
HWP
1493
Highline Wealth Partners
California
$8.28K +$4.11K +20 +95%
OA
1494
Operose Advisors
Wisconsin
$8.26K
KG
1495
Kilter Group
New York
$8.06K -$1.03K -5 -11%
WCM
1496
Westend Capital Management
California
$8.06K
BL
1497
BFSG LLC
California
$7.86K
CBT
1498
Crews Bank & Trust
Florida
$7.86K
ABWM
1499
Alpine Bank Wealth Management
Colorado
$7.66K
CMA
1500
Cedar Mountain Advisors
Oregon
$7.66K +$7.82K +38 New