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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

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 (-$4.76B)

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
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
FFS
501
Founders Financial Securities
Maryland
$2.85M
CA
502
Commerzbank Aktiengesellschaft
Germany
$2.84M
DWM
503
Dakota Wealth Management
Florida
$2.82M
BBVA
504
Banco Bilbao Vizcaya Argentaria
Spain
$2.76M
STA
505
Summit Trail Advisors
New York
$2.72M
ZBNA
506
Zions Bancorporation, National Association
Utah
$2.7M
KPWS
507
Kestra Private Wealth Services
Texas
$2.69M
NMIMC
508
Northwestern Mutual Investment Management Company
Wisconsin
$2.69M
NB
509
NBT Bank
New York
$2.68M
MCM
510
MAI Capital Management
Ohio
$2.67M
AG
511
Ascent Group
Virginia
$2.65M
OIA
512
OneDigital Investment Advisors
Kansas
$2.61M
WA
513
Waverly Advisors
Alabama
$2.61M
EPIM
514
Evelyn Partners Investment Management
$2.6M
UCFA
515
United Capital Financial Advisors
Texas
$2.58M
HAI
516
Hennessy Advisors Inc
California
$2.55M
WI
517
WBI Investments
New Jersey
$2.51M
LOAMS
518
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.5M
FC
519
Farringdon Capital
United Kingdom
$2.5M
Cambridge Investment Research Advisors
520
Cambridge Investment Research Advisors
Iowa
$2.49M
Nomura Holdings
521
Nomura Holdings
Japan
$2.48M
KA
522
Kintegral Advisory
New York
$2.48M
FCH
523
Freestone Capital Holdings
Washington
$2.48M
NDSIB
524
North Dakota State Investment Board
North Dakota
$2.48M
CAM
525
Cresset Asset Management
Illinois
$2.47M