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MRSH

Marsh

1,532 hedge funds and large institutions have $76.1B invested in Marsh in 2026 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 610 increasing their positions, 574 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $65.4M | Put options by funds: $35.3M

1.67% more ownership

Funds ownership: 88.96%90.63% (+1.7%)

6% more repeat investments, than reductions

Existing positions increased: 610 | Existing positions reduced: 574

3% less funds holding

Funds holding: 1,5851,532 (-53)

6% less capital invested

Capital invested by funds: $80.9B → $76.1B (-$4.76B)

17% less first-time investments, than exits

New positions opened: 138 | Existing positions closed: 167

61% less funds holding in top 10

Funds holding in top 10: 187 (-11)

Holders
1,532
Holders Change
-53
Holders Change %
-3.34%
% of All Funds
18.87%
Holding in Top 10
7
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-61.11%
% of All Funds
0.09%
New
138
Increased
610
Reduced
574
Closed
167
Calls
$65.4M
Puts
$35.3M
Net Calls
+$30.1M
Net Calls Change
-$22.6M
Name Holding Trade Value Shares
Change
Change in
Stake
YIH
401
Y-Intercept (HK)
Hong Kong
$5.57M +$201K +1,118 +4%
Envestnet Portfolio Solutions
402
Envestnet Portfolio Solutions
Illinois
$5.5M -$960K -5,340 -14%
Northwestern Mutual Wealth Management
403
Northwestern Mutual Wealth Management
Wisconsin
$5.5M -$1.16M -6,442 -17%
SPIA
404
Steward Partners Investment Advisory
New York
$5.39M +$688K +3,828 +14%
BSL
405
Blue Sparrow LLC
Delaware
$5.34M -$1.35M -7,521 -20%
TAIM
406
Te Ahumairangi Investment Management
New Zealand
$5.29M +$1.05M +5,840 +24%
AAM
407
Advisors Asset Management
Colorado
$5.28M -$641K -3,567 -10%
CWP
408
Cyndeo Wealth Partners
Florida
$5.27M +$2.15M +11,957 +65%
GWM
409
Geneos Wealth Management
Colorado
$5.25M +$5.37M +29,874 +8,009%
BAM
410
Bell Asset Management
Australia
$5.19M -$439K -2,440 -8%
PPW
411
Parcion Private Wealth
Washington
$5.18M +$254K +1,413 +5%
AF
412
Aviso Financial
Ontario, Canada
$5.14M +$461K +2,564 +9%
MSU
413
Mizuho Securities USA
New York
$5.08M -$1.15M -6,405 -18%
First Manhattan
414
First Manhattan
New York
$5.05M -$208K -1,155 -4%
DILIC
415
Dai-ichi Life Insurance Company
Japan
$5M -$291K -1,621 -5%
JC
416
JB Capital
Connecticut
$4.95M +$201K +1,116 +4%
MFG
417
Merit Financial Group
Georgia
$4.9M +$807K +4,490 +19%
SBWIC
418
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.81M +$318K +1,769 +7%
ACA
419
Aptus Capital Advisors
Alabama
$4.79M -$13.2M -73,288 -73%
HIMCH
420
Hartford Investment Management Co (HIMCO)
Connecticut
$4.78M -$139K -774 -3%
HVIA
421
Hudson Valley Investment Advisors
New York
$4.73M -$979K -5,444 -17%
NB
422
Norinchukin Bank
Japan
$4.7M -$84K -467 -2%
BAMF
423
BI Asset Management Fondsmaeglerselskab
Denmark
$4.66M +$57.4K +319 +1%
OCAM
424
Onex Canada Asset Management
Ontario, Canada
$4.6M -$1.64M -9,142 -26%
TVPW
425
Third View Private Wealth
Connecticut
$4.58M +$2.27M +12,651 +92%