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
Q1WB
1476
Quest 10 Wealth Builders
Virginia
$9.47K
CFD
1477
Creative Financial Designs
Indiana
$9.27K
IRC
1478
Investors Research Corp
Georgia
$9.07K
RDFA
1479
Ritter Daniher Financial Advisory
Ohio
$9.07K
EPAM
1480
Evelyn Partners Asset Management
$9.07K
CI
1481
Clal Insurance
Israel
$9K
CCM
1482
Cloud Capital Management
Washington
$9K
GFWA
1483
Grey Fox Wealth Advisors
Delaware
$8.68K
RTL
1484
Red Tortoise LLC
Georgia
$8.67K
AP
1485
Atwood & Palmer
Missouri
$8.46K
CT
1486
Coastline Trust
Rhode Island
$8.46K
BFS
1487
Bare Financial Services
Pennsylvania
$8.46K
HWP
1488
Highline Wealth Partners
California
$8.28K
OA
1489
Operose Advisors
Wisconsin
$8.26K
KG
1490
Kilter Group
New York
$8.06K
WCM
1491
Westend Capital Management
California
$8.06K
BL
1492
BFSG LLC
California
$7.86K
CBT
1493
Crews Bank & Trust
Florida
$7.86K
ABWM
1494
Alpine Bank Wealth Management
Colorado
$7.66K
CMA
1495
Cedar Mountain Advisors
Oregon
$7.66K
HFS
1496
Hughes Financial Services
Virginia
$7.48K
TFM
1497
TFC Financial Management
Massachusetts
$7.26K
VWA
1498
Valued Wealth Advisors
Utah
$7.08K
TFGT
1499
TS Financial Group (TSFG)
Illinois
$7K
ANBT
1500
American National Bank & Trust
Texas
$6.65K