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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.31B +$9.04M +43,971 +0.1%
BlackRock
2
BlackRock
New York
$7.82B -$306M -1,487,894 -4%
State Street
3
State Street
Massachusetts
$4.34B +$19.8M +96,436 +0.4%
Capital International Investors
4
Capital International Investors
California
$3.75B +$45.5M +221,033 +1%
Capital World Investors
5
Capital World Investors
California
$3.57B +$19.1M +92,767 +0.5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$3.32B -$737M -3,581,890 -18%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$3.04B +$259M +1,260,434 +9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.61B +$58.3M +283,698 +2%
Capital Research Global Investors
9
Capital Research Global Investors
California
$1.99B +$14.2M +68,826 +0.7%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$1.91B -$41.5M -201,804 -2%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$1.68B -$348M -1,693,073 -17%
Morgan Stanley
12
Morgan Stanley
New York
$1.42B +$115M +558,492 +9%
Bank of America
13
Bank of America
North Carolina
$1.29B -$43.9M -213,524 -3%
Ameriprise
14
Ameriprise
Minnesota
$1.16B -$221M -1,074,347 -16%
Northern Trust
15
Northern Trust
Illinois
$1.13B -$21.2M -103,269 -2%
Goldman Sachs
16
Goldman Sachs
New York
$1.05B +$128M +621,516 +14%
JP Morgan Chase
17
JP Morgan Chase
New York
$982M +$86.6M +421,029 +9%
Mawer Investment Management
18
Mawer Investment Management
Alberta, Canada
$922M -$165M -802,248 -15%
UBS AM
19
UBS AM
Illinois
$916M -$239M -1,163,107 -20%
ClearBridge Investments
20
ClearBridge Investments
New York
$910M +$402M +1,954,137 +76%
UBS Group
21
UBS Group
Switzerland
$858M -$58.5M -284,339 -6%
N
22
Nuveen
North Carolina
$776M -$54.8M -266,686 -6%
Artisan Partners
23
Artisan Partners
Wisconsin
$693M -$1.33M -6,443 -0.2%
Invesco
24
Invesco
Georgia
$664M +$155M +753,828 +30%
Deutsche Bank
25
Deutsche Bank
Germany
$663M +$27.5M +133,910 +4%