We are live on ! Find out more
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
VT
476
Vise Technologies
New York
$3.3M
SEM
477
Suncoast Equity Management
Florida
$3.3M -$32.7K -182 -0.9%
T. Rowe Price Investment Management
478
T. Rowe Price Investment Management
Maryland
$3.24M -$218K -1,211 -6%
EDRH
479
Edmond de Rothschild Holding
Switzerland
$3.24M -$661K -3,679 -16%
SW
480
SVB Wealth
Massachusetts
$3.19M -$976K -5,427 -23%
EH
481
Equitable Holdings
New York
$3.15M +$1.35M +7,518 +79%
HWM
482
HB Wealth Management
Georgia
$3.15M +$657K +3,653 +25%
SCB
483
Saudi Central Bank
Saudi Arabia
$3.14M +$3.25M +18,083 New
UF
484
Univest Financial
Pennsylvania
$3.08M +$551K +3,063 +21%
CI
485
Capital International
California
$3.03M -$825K -4,588 -21%
IWC
486
Integrated Wealth Concepts
Massachusetts
$3.02M +$2.5M +13,884 +396%
LNWTC
487
Laird Norton Wetherby Trust Company
Washington
$3.01M -$295K -1,639 -9%
BWP
488
Burling Wealth Partners
Illinois
$3M -$517K -2,876 -14%
PIM
489
Plato Investment Management
Australia
$2.99M +$84.3K +469 +3%
NVIM
490
New Vernon Investment Management
Illinois
$2.99M -$3.1M -17,221 -50%
EOJOAM
491
E. Ohman J:or Asset Management
Sweden
$2.95M
TMAM
492
Tokio Marine Asset Management
Japan
$2.95M +$128K +714 +4%
VFM
493
Viking Fund Management
North Dakota
$2.95M
BCM
494
Becker Capital Management
Oregon
$2.94M -$25.9K -144 -0.8%
HW
495
Hancock Whitney
Mississippi
$2.94M +$16.2K +90 +0.5%
RZH
496
Relyea Zuckerberg Hanson
Connecticut
$2.93M +$1.86M +10,330 +158%
EL
497
Essex LLC
Illinois
$2.89M -$170K -948 -5%
EF
498
Empirical Finance
Pennsylvania
$2.89M -$5.21K -29 -0.2%
HT
499
Heritage Trust
Oklahoma
$2.88M +$46.2K +257 +2%
DIA
500
Dean Investment Associates
Ohio
$2.85M +$2.96M +16,443 New