MRSH

Marsh

1,518 hedge funds and large institutions have $76.1B invested in Marsh in 2026 Q1 according to their latest regulatory filings, with 137 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 (-$4.77B)

19% less first-time investments, than exits

New positions opened: 137 | Existing positions closed: 169

61% less funds holding in top 10

Funds holding in top 10: 187 (-11)

Holders
1,518
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
STA
501
Summit Trail Advisors
New York
$2.72M
ZBNA
502
Zions Bancorporation, National Association
Utah
$2.7M
KPWS
503
Kestra Private Wealth Services
Texas
$2.69M
NMIMC
504
Northwestern Mutual Investment Management Company
Wisconsin
$2.69M
NB
505
NBT Bank
New York
$2.68M
MCM
506
MAI Capital Management
Ohio
$2.67M
AG
507
Ascent Group
Virginia
$2.65M
OIA
508
OneDigital Investment Advisors
Kansas
$2.61M
WA
509
Waverly Advisors
Alabama
$2.61M
EPIM
510
Evelyn Partners Investment Management
$2.6M
UCFA
511
United Capital Financial Advisors
Texas
$2.58M
HAI
512
Hennessy Advisors Inc
California
$2.55M
WI
513
WBI Investments
New Jersey
$2.51M
LOAMS
514
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.5M
FC
515
Farringdon Capital
United Kingdom
$2.5M
Cambridge Investment Research Advisors
516
Cambridge Investment Research Advisors
Iowa
$2.49M
Nomura Holdings
517
Nomura Holdings
Japan
$2.48M
KA
518
Kintegral Advisory
New York
$2.48M
FCH
519
Freestone Capital Holdings
Washington
$2.48M
NDSIB
520
North Dakota State Investment Board
North Dakota
$2.48M
CAM
521
Cresset Asset Management
Illinois
$2.47M
ZIG
522
Zurich Insurance Group
Switzerland
$2.46M
UHC
523
Union Heritage Capital
Michigan
$2.44M
PAS
524
Park Avenue Securities
New York
$2.43M
QCG
525
Quadrant Capital Group
Ohio
$2.41M