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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
SCP
451
Sivia Capital Partners
California
$3.8M +$2.76M +15,344 +234%
BWM
452
BNC Wealth Management
Oregon
$3.79M -$52.5K -292 -1%
CIA
453
Concurrent Investment Advisors
Florida
$3.71M -$507K -2,820 -12%
MGIA
454
Moneta Group Investment Advisors
Missouri
$3.69M -$147K -817 -4%
LFG
455
Larson Financial Group
Missouri
$3.65M +$269K +1,494 +8%
FBT
456
First Bankers Trust
Kentucky
$3.61M +$117K +651 +3%
AC
457
Annandale Capital
Texas
$3.61M
MCB
458
Morton Community Bank
Illinois
$3.61M +$71K +395 +2%
QCM
459
QRG Capital Management
Illinois
$3.58M -$553K -3,074 -13%
BLC
460
Brown, Lisle/Cummings
Rhode Island
$3.54M +$8.27K +46 +0.2%
Bessemer Group
461
Bessemer Group
New Jersey
$3.5M +$343K +1,908 +10%
AC
462
Allstate Corporation
Illinois
$3.48M -$3.17M -17,621 -47%
ETC
463
Exchange Traded Concepts
Oklahoma
$3.48M +$684K +3,806 +23%
RC
464
RBF Capital
California
$3.47M
CSP
465
Cary Street Partners
Virginia
$3.47M -$48K -267 -1%
ALMGDA
466
AG2R La Mondiale Gestion d'Actifs
France
$3.46M +$47.5K +264 +1%
MSE
467
MUFG Securities EMEA
United Kingdom
$3.44M -$9.93M -55,237 -74%
TRCT
468
Tower Research Capital (TRC)
New York
$3.43M -$174K -968 -5%
FPAS
469
Focus Partners Advisor Solutions
Missouri
$3.41M +$1.76M +9,802 +99%
GI
470
GAMCO Investors
Connecticut
$3.41M +$54.5K +303 +2%
YAM
471
Yacktman Asset Management
Texas
$3.36M +$18K +100 +0.5%
LI
472
Lafayette Investments
Maryland
$3.34M -$18K -100 -0.5%
BIM
473
Brentview Investment Management
Illinois
$3.32M +$138K +770 +4%
WP
474
Woodline Partners
California
$3.31M -$11.6M -64,516 -77%
SFA
475
Sequoia Financial Advisors
Ohio
$3.31M +$355K +1,973 +12%