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
APW
1676
Austin Private Wealth
Texas
BONST
1677
Bank of Nova Scotia Trust
Ontario, Canada
OFO
1678
OneAscent Family Office
Alabama
HIG
1679
Heritage Investment Group
Florida
AIA
1680
Alternative Investment Advisors
Florida
KFS
1681
Kelly Financial Services
Massachusetts
PWM
1682
Palumbo Wealth Management
New York
BHBT
1683
Burke & Herbert Bank & Trust
Virginia
PIA
1684
Pinion Investment Advisors
Kansas
OPWM
1685
Oxinas Partners Wealth Management
Indiana
NFSG
1686
Newbridge Financial Services Group
Florida
CCM
1687
Chilton Capital Management
Texas
OWA
1688
Opal Wealth Advisors
New York
WA
1689
Whipplewood Advisors
Colorado
SOW
1690
State of Wyoming
Wyoming
MPW
1691
MASECO Private Wealth
BCMLT
1692
Beacon Capital Management LLC (Tennessee)
Tennessee
TPWA
1693
Twin Peaks Wealth Advisors
California
PSFG
1694
Park Square Financial Group
Georgia
KIM
1695
Kestra Investment Management
Texas
VEA
1696
Virtus ETF Advisers
New York
SO
1697
Sierra Ocean
California
NC
1698
NewSquare Capital
Pennsylvania
IFS
1699
Intelligent Financial Strategies
Minnesota
AIM
1700
Access Investment Management
Georgia