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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
20.64%
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
MAWA
1651
Moss Adams Wealth Advisors
Washington
-$253K -1,158 Closed
Simplex Trading
1652
Simplex Trading
Illinois
-$237K -1,152 Closed
RPSA
1653
Richard P. Slaughter Associates
Texas
-$249K -1,141 Closed
APP
1654
Avantax Planning Partners
Iowa
-$241K -1,102 Closed
GAB
1655
German American Bancorp
Indiana
-$235K -1,073 Closed
ACM
1656
AlphaStar Capital Management
North Carolina
-$233K -1,064 Closed
AFP
1657
Alpha Financial Partners
Kentucky
-$231K -1,056 Closed
OWM
1658
OneAscent Wealth Management
Alabama
-$229K -1,046 Closed
EI
1659
eCIO Inc
Wisconsin
-$228K -1,043 Closed
HCM
1660
HMS Capital Management
Tennessee
-$228K -1,043 Closed
RC
1661
Roundview Capital
New Jersey
-$227K -1,037 Closed
LAM
1662
Longboard Asset Management
Arizona
-$225K -1,028 Closed
MIC
1663
Means Investment Company
Maine
-$223K -1,020 Closed
DWM
1664
Destination Wealth Management
California
-$221K -1,010 Closed
MA
1665
MONECO Advisors
Connecticut
-$221K -1,009 Closed
CCMG
1666
Clark Capital Management Group
Pennsylvania
-$220K -1,005 Closed
MFIM
1667
Mesirow Financial Investment Management
Illinois
-$219K -1,002 Closed
OCM
1668
One Capital Management
California
-$218K -999 Closed
TWM
1669
Topsail Wealth Management
North Carolina
-$218K -998 Closed
IAS
1670
Investment Advisory Services
Texas
-$217K -993 Closed
USCWA
1671
U.S. Capital Wealth Advisors
Texas
-$217K -992 Closed
DE
1672
Diversified Enterprises
Delaware
-$216K -990 Closed
PP
1673
Patron Partners
Texas
-$216K -990 Closed
NA
1674
Nordwand Advisors
Pennsylvania
-$216K -987 Closed
KA
1675
Klingman & Associates
New York
-$215K -984 Closed