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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
GWSG
1526
GPS Wealth Strategies Group
Colorado
$3.95K -$2.88K -14 -41%
PS
1527
PayPay Securities
Japan
$3.89K +$2.06K +10 +111%
BCPWM
1528
Bradley & Co Private Wealth Management
Florida
$3.83K
PWA
1529
Principia Wealth Advisory
Texas
$3.63K -$5.14K -25 -58%
LWMI
1530
Legacy Wealth Management (Idaho)
Idaho
$3.63K
TCB
1531
Texas Capital Bancshares
Texas
$3.63K +$3.7K +18 New
MSG
1532
Main Street Group
Virginia
$3.45K
BHWM
1533
Bay Harbor Wealth Management
Maryland
$3.43K -$206 -1 -6%
AIC
1534
Archer Investment Corporation
Indiana
$3.22K
HWA
1535
Heartwood Wealth Advisors
Virginia
$3.22K +$3.29K +16 New
CWM
1536
Crowley Wealth Management
Delaware
$3.02K
CC
1537
Corsicana & Co
Texas
$2.82K +$2.88K +14 New
MIM
1538
MTM Investment Management
South Carolina
$2.62K
FP
1539
Financial Perspectives
Minnesota
$2.46K
PA
1540
Pineridge Advisors
Missouri
$2.43K +$2.47K +12 New
WW
1541
Winnow Wealth
Texas
$2.42K +$2.47K +12 New
API
1542
Asset Planning Inc
California
$2.42K
WA
1543
WestEnd Advisors
North Carolina
$2.42K +$411 +2 +20%
AWM
1544
Activest Wealth Management
Florida
$2.22K -$16.9K -82 -88%
FCAS
1545
First Command Advisory Services
Texas
$2.22K
RWM
1546
Rialto Wealth Management
New York
$2.22K +$1.23K +6 +120%
HHGA
1547
Halbert Hargrove Global Advisors
California
$2.22K +$2.26K +11 New
ACA
1548
American Capital Advisory
Idaho
$2.02K -$411 -2 -17%
BTD
1549
BankPlus Trust Department
Mississippi
$2.02K
PIS
1550
POM Investment Strategies
North Carolina
$2.02K +$2.06K +10 New