MRSH

Marsh

1,517 hedge funds and large institutions have $76.1B invested in Marsh in 2026 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 604 increasing their positions, 567 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $80.9B → $76.1B (-$4.78B)

20% less first-time investments, than exits

New positions opened: 136 | Existing positions closed: 169

61% less funds holding in top 10

Funds holding in top 10: 187 (-11)

Holders
1,517
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$65.4M
Puts
$35.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
426
Occidental Asset Management
California
$4.48M
EGM
427
Engineers Gate Manager
New York
$4.39M
BE
428
Bonness Enterprises
District of Columbia
$4.39M
BPA
429
Beacon Pointe Advisors
California
$4.31M
MGP
430
Metis Global Partners
California
$4.31M
AM
431
AGF Management
Ontario, Canada
$4.31M
LSERS
432
Louisiana State Employees Retirement System
Louisiana
$4.28M
MSRPS
433
Maryland State Retirement & Pension System
Maryland
$4.27M
CI
434
Conning Inc
Connecticut
$4.24M
CI Investments Inc
435
CI Investments Inc
Ontario, Canada
$4.11M
CGH
436
Crossmark Global Holdings
Texas
$4.11M
KeyBank National Association
437
KeyBank National Association
Ohio
$4.11M
BCV
438
Banque Cantonale Vaudoise
Switzerland
$4.1M
HWM
439
Hohimer Wealth Management
Washington
$4.01M
OAC
440
OMERS Administration Corp
Ontario, Canada
$3.94M
NMERB
441
New Mexico Educational Retirement Board
New Mexico
$3.93M
EWA
442
Exencial Wealth Advisors
Oklahoma
$3.91M
VA
443
Vident Advisory
Georgia
$3.85M
IG
444
ING Group
Netherlands
$3.81M
EAM
445
Erste Asset Management
Austria
$3.81M
PFPG
446
Pinnacle Financial Partners (Georgia)
Georgia
$3.8M
SCP
447
Sivia Capital Partners
California
$3.8M
BWM
448
BNC Wealth Management
Oregon
$3.79M
CIA
449
Concurrent Investment Advisors
Florida
$3.71M
MGIA
450
Moneta Group Investment Advisors
Missouri
$3.69M