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
TCB
1526
Texas Capital Bancshares
Texas
$3.63K
MSG
1527
Main Street Group
Virginia
$3.45K
BHWM
1528
Bay Harbor Wealth Management
Maryland
$3.43K
AIC
1529
Archer Investment Corporation
Indiana
$3.22K
HWA
1530
Heartwood Wealth Advisors
Virginia
$3.22K
CWM
1531
Crowley Wealth Management
Delaware
$3.02K
CC
1532
Corsicana & Co
Texas
$2.82K
MIM
1533
MTM Investment Management
South Carolina
$2.62K
FP
1534
Financial Perspectives
Minnesota
$2.46K
PA
1535
Pineridge Advisors
Missouri
$2.43K
WW
1536
Winnow Wealth
Texas
$2.42K
API
1537
Asset Planning Inc
California
$2.42K
WA
1538
WestEnd Advisors
North Carolina
$2.42K
AWM
1539
Activest Wealth Management
Florida
$2.22K
FCAS
1540
First Command Advisory Services
Texas
$2.22K
RWM
1541
Rialto Wealth Management
New York
$2.22K
HHGA
1542
Halbert Hargrove Global Advisors
California
$2.22K
ACA
1543
American Capital Advisory
Idaho
$2.02K
BTD
1544
BankPlus Trust Department
Mississippi
$2.02K
PIS
1545
POM Investment Strategies
North Carolina
$2.02K
T
1546
TOBAM
France
$2K
VNA
1547
Valley National Advisers
Pennsylvania
$2K
MAS
1548
MPWM Advisory Solutions
Georgia
$1.81K
RS
1549
Rakuten Securities
Japan
$1.81K
TC
1550
Trust Company
Kansas
$1.61K