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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
HFS
1501
Hughes Financial Services
Virginia
$7.48K -$1.65K -8 -16%
TFM
1502
TFC Financial Management
Massachusetts
$7.26K
VWA
1503
Valued Wealth Advisors
Utah
$7.08K -$1.44K -7 -17%
TFGT
1504
TS Financial Group (TSFG)
Illinois
$7K
ANBT
1505
American National Bank & Trust
Texas
$6.65K -$176K -854 -96%
RWA
1506
Redmont Wealth Advisors
Illinois
$6.65K
DPW
1507
DiNuzzo Private Wealth
Pennsylvania
$6.59K
MWPCG
1508
Measured Wealth Private Client Group
New Hampshire
$6.45K +$6.58K +32 New
FWA
1509
Flagship Wealth Advisors
Massachusetts
$6.05K
FC
1510
Financial Consulate
Maryland
$6.05K +$6.17K +30 New
TCM
1511
Tradewinds Capital Management
Washington
$5.84K +$4.53K +22 +314%
ME
1512
McIlrath & Eck
Washington
$5.84K
TC
1513
Tacita Capital
Ontario, Canada
$5.84K
GA
1514
Guerra Advisors
Florida
$5.64K +$5.76K +28 New
GWSA
1515
Global Wealth Strategies & Associates
Colorado
$5.46K
CM
1516
Capula Management
Cayman Islands
$5.24K -$160K -777 -97%
TFA
1517
Toth Financial Advisory
Virginia
$5.04K
SS
1518
Sunbelt Securities
Texas
$5.04K -$19.1K -93 -79%
PWA
1519
Provenance Wealth Advisors
Florida
$4.84K
CWP
1520
Clark Wealth Partners
Illinois
$4.45K -$206 -1 -4%
LFA
1521
LGT Financial Advisors
Texas
$4.23K
NSIM
1522
North Star Investment Management
Illinois
$4.23K +$617 +3 +17%
CAC
1523
Core Alternative Capital
Georgia
$4.03K
WWM
1524
Wolff Wiese Magana
California
$4.03K
PP
1525
Pacifica Partners
Canada
$4.03K -$4.73K -23 -53%