MRSH

Marsh

1,566 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, 555 increasing their positions, 606 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:

2.85% 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
1,566
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
AFP
1651
Alpha Financial Partners
Kentucky
OWM
1652
OneAscent Wealth Management
Alabama
HCM
1653
HMS Capital Management
Tennessee
EI
1654
eCIO Inc
Wisconsin
RC
1655
Roundview Capital
New Jersey
LAM
1656
Longboard Asset Management
Arizona
MIC
1657
Means Investment Company
Maine
DWM
1658
Destination Wealth Management
California
MA
1659
MONECO Advisors
Connecticut
CCMG
1660
Clark Capital Management Group
Pennsylvania
MFIM
1661
Mesirow Financial Investment Management
Illinois
OCM
1662
One Capital Management
California
TWM
1663
Topsail Wealth Management
North Carolina
IAS
1664
Investment Advisory Services
Texas
USCWA
1665
U.S. Capital Wealth Advisors
Texas
DE
1666
Diversified Enterprises
Delaware
PP
1667
Patron Partners
Texas
NA
1668
Nordwand Advisors
Pennsylvania
KA
1669
Klingman & Associates
New York
MCWA
1670
Meadow Creek Wealth Advisors
Georgia
AP
1671
Appleton Partners
Massachusetts
PL
1672
Plancorp LLC
Missouri
NG
1673
Norden Group
Utah
FP
1674
Fiduciary Planning
Florida
HTC
1675
Haverford Trust Company
Pennsylvania