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
FFS
501
Founders Financial Securities
Maryland
$2.85M +$548K +3,050 +23%
CA
502
Commerzbank Aktiengesellschaft
Germany
$2.84M +$778K +4,326 +36%
DWM
503
Dakota Wealth Management
Florida
$2.82M -$197K -1,095 -6%
BBVA
504
Banco Bilbao Vizcaya Argentaria
Spain
$2.76M +$68K +378 +2%
STA
505
Summit Trail Advisors
New York
$2.72M +$926K +5,148 +49%
ZBNA
506
Zions Bancorporation, National Association
Utah
$2.7M -$2.01M -11,154 -42%
KPWS
507
Kestra Private Wealth Services
Texas
$2.69M +$145K +807 +5%
NMIMC
508
Northwestern Mutual Investment Management Company
Wisconsin
$2.69M -$29.1K -162 -1%
NB
509
NBT Bank
New York
$2.68M -$1.03M -5,752 -27%
MCM
510
MAI Capital Management
Ohio
$2.67M +$566K +3,150 +26%
AG
511
Ascent Group
Virginia
$2.65M +$115K +641 +4%
OIA
512
OneDigital Investment Advisors
Kansas
$2.61M -$71.7K -399 -3%
WA
513
Waverly Advisors
Alabama
$2.61M +$477K +2,652 +21%
EPIM
514
Evelyn Partners Investment Management
$2.6M -$455K -2,529 -14%
UCFA
515
United Capital Financial Advisors
Texas
$2.58M +$114K +632 +4%
HAI
516
Hennessy Advisors Inc
California
$2.55M +$2.64M +14,700 New
WI
517
WBI Investments
New Jersey
$2.51M +$1.68M +9,369 +183%
LOAMS
518
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.5M -$429K -2,385 -14%
FC
519
Farringdon Capital
United Kingdom
$2.5M +$1.86M +10,333 +254%
Cambridge Investment Research Advisors
520
Cambridge Investment Research Advisors
Iowa
$2.49M +$444K +2,468 +21%
Nomura Holdings
521
Nomura Holdings
Japan
$2.48M +$373K +2,074 +17%
KA
522
Kintegral Advisory
New York
$2.48M -$114K -634 -4%
FCH
523
Freestone Capital Holdings
Washington
$2.48M +$41.5K +231 +2%
NDSIB
524
North Dakota State Investment Board
North Dakota
$2.48M -$473K -2,631 -16%
CAM
525
Cresset Asset Management
Illinois
$2.47M +$211K +1,175 +9%