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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
KIM
1701
Kestra Investment Management
Texas
-$75.7K -310 Closed
VEA
1702
Virtus ETF Advisers
New York
-$58.2K -266 Closed
SO
1703
Sierra Ocean
California
-$54.2K -247 Closed
NC
1704
NewSquare Capital
Pennsylvania
-$52.5K -240 Closed
IFS
1705
Intelligent Financial Strategies
Minnesota
-$41.3K -189 Closed
AIM
1706
Access Investment Management
Georgia
-$39.1K -179 Closed
GC
1707
Garde Capital
Washington
-$37.4K -171 Closed
SGC
1708
Slocum, Gordon & Co
Rhode Island
-$19.7K -90 Closed
T
1709
Transce3nd
Texas
-$13.8K -63 Closed
RCM
1710
Richardson Capital Management
Wisconsin
-$12K -55 Closed
NCM
1711
Northwest Capital Management
Oregon
-$10.5K -48 Closed
HWM
1712
Horizons Wealth Management
North Carolina
-$9.62K -44 Closed
MWM
1713
MorganRosel Wealth Management
Colorado
-$8.96K -41 Closed
RAM
1714
Riggs Asset Management
Pennsylvania
-$8.09K -37 Closed
VWA
1715
VSM Wealth Advisory
Maryland
-$7K -32 Closed
WCM
1716
WealthTrak Capital Management
Virginia
-$7K -32 Closed
CWA
1717
Carolina Wealth Advisors
South Carolina
-$5.47K -25 Closed
TIM
1718
Total Investment Management
Arizona
-$5.47K -25 Closed
SC
1719
Stephens Consulting
Michigan
-$4.81K -22 Closed
EWM
1720
Evolution Wealth Management
Florida
-$2.4K -11 Closed
WTFG
1721
Wood Tarver Financial Group
Idaho
-$1K -9 Closed
CIA
1722
Cape Investment Advisory
Georgia
-$1.53K -7 Closed
IAS
1723
IMA Advisory Services
Colorado
-$1.53K -7 Closed
1IA
1724
1620 Investment Advisors
Massachusetts
-$1.23K -5 Closed
AWM
1725
Atticus Wealth Management
Florida
-$1.09K -5 Closed