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