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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
20.63%
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
MCWA
1676
Meadow Creek Wealth Advisors
Georgia
-$213K -976 Closed
AP
1677
Appleton Partners
Massachusetts
-$213K -975 Closed
NG
1678
Norden Group
Utah
-$212K -971 Closed
PL
1679
Plancorp LLC
Missouri
-$212K -971 Closed
FP
1680
Fiduciary Planning
Florida
-$211K -965 Closed
HTC
1681
Haverford Trust Company
Pennsylvania
-$210K -961 Closed
APW
1682
Austin Private Wealth
Texas
-$208K -950 Closed
BONST
1683
Bank of Nova Scotia Trust
Ontario, Canada
-$207K -949 Closed
OFO
1684
OneAscent Family Office
Alabama
-$207K -946 Closed
HIG
1685
Heritage Investment Group
Florida
-$206K -941 Closed
AIA
1686
Alternative Investment Advisors
Florida
-$204K -935 Closed
KFS
1687
Kelly Financial Services
Massachusetts
-$204K -935 Closed
PWM
1688
Palumbo Wealth Management
New York
-$204K -934 Closed
BHBT
1689
Burke & Herbert Bank & Trust
Virginia
-$203K -928 Closed
PIA
1690
Pinion Investment Advisors
Kansas
-$203K -928 Closed
OPWM
1691
Oxinas Partners Wealth Management
Indiana
-$200K -915 Closed
NFSG
1692
Newbridge Financial Services Group
Florida
-$191K -875 Closed
CCM
1693
Chilton Capital Management
Texas
-$178K -815 Closed
OWA
1694
Opal Wealth Advisors
New York
-$152K -694 Closed
WA
1695
Whipplewood Advisors
Colorado
-$111K -508 Closed
SOW
1696
State of Wyoming
Wyoming
-$111K -506 Closed
MPW
1697
MASECO Private Wealth
-$106K -485 Closed
BCMLT
1698
Beacon Capital Management LLC (Tennessee)
Tennessee
-$102K -469 Closed
PSFG
1699
Park Square Financial Group
Georgia
-$72.2K -330 Closed
TPWA
1700
Twin Peaks Wealth Advisors
California
-$67.5K -330 Closed