MRSH

Marsh

1,554 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, 548 increasing their positions, 602 reducing their positions, and 156 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:

2.89% less ownership

Funds ownership: 90.63%87.75% (-2.9%)

10% less capital invested

Capital invested by funds: $96.9B → $86.9B (-$9.97B)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,554
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 +$394M
2 +$277M
3 +$254M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$248M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$177M

Top Sellers

1 -$722M
2 -$341M
3 -$300M
4
Amundi
Amundi
France
-$285M
5
NLI
Nippon Life Insurance
Japan
-$264M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
1476
Coastline Trust
Rhode Island
$8.46K
BFS
1477
Bare Financial Services
Pennsylvania
$8.46K
HWP
1478
Highline Wealth Partners
California
$8.28K
OA
1479
Operose Advisors
Wisconsin
$8.26K
WCM
1480
Westend Capital Management
California
$8.06K
BL
1481
BFSG LLC
California
$7.86K
CBT
1482
Crews Bank & Trust
Florida
$7.86K
ABWM
1483
Alpine Bank Wealth Management
Colorado
$7.66K
CMA
1484
Cedar Mountain Advisors
Oregon
$7.66K
HFS
1485
Hughes Financial Services
Virginia
$7.48K
TFM
1486
TFC Financial Management
Massachusetts
$7.26K
VWA
1487
Valued Wealth Advisors
Utah
$7.08K
TFGT
1488
TS Financial Group (TSFG)
Illinois
$7K
ANBT
1489
American National Bank & Trust
Texas
$6.65K
RWA
1490
Redmont Wealth Advisors
Illinois
$6.65K
DPW
1491
DiNuzzo Private Wealth
Pennsylvania
$6.59K
MWPCG
1492
Measured Wealth Private Client Group
New Hampshire
$6.45K
FWA
1493
Flagship Wealth Advisors
Massachusetts
$6.05K
FC
1494
Financial Consulate
Maryland
$6.05K
TCM
1495
Tradewinds Capital Management
Washington
$5.84K
TC
1496
Tacita Capital
Ontario, Canada
$5.84K
ME
1497
McIlrath & Eck
Washington
$5.84K
GA
1498
Guerra Advisors
Florida
$5.64K
GWSA
1499
Global Wealth Strategies & Associates
Colorado
$5.46K
CM
1500
Capula Management
Cayman Islands
$5.24K