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
Financial Engines Advisors
551
Financial Engines Advisors
California
$2.15M
CL
552
Choreo LLC
Illinois
$2.14M
EWA
553
EP Wealth Advisors
California
$2.13M
PAG
554
Private Advisor Group
New Jersey
$2.12M
PF
555
Phoenix Financial
Israel
$2.1M
NSUP
556
NLB Skladi upravljanje premozenja
$2.06M
S
557
SignatureFD
Georgia
$2.05M
SDIC
558
South Dakota Investment Council
South Dakota
$2.02M
TSS
559
Two Sigma Securities
New York
$2.01M
HCM
560
Howland Capital Management
Massachusetts
$1.99M
SC
561
Syon Capital
California
$1.94M
SWM
562
Spire Wealth Management
Virginia
$1.94M
TCIIS
563
TIAA-CREF Individual & Institutional Services
New York
$1.92M
CFG
564
Citizens Financial Group
Rhode Island
$1.91M
TCA
565
Transcend Capital Advisors
New Jersey
$1.89M
AAP
566
Arax Advisory Partners
Colorado
$1.89M
MAS
567
Meeder Advisory Services
Ohio
$1.86M
ATPW
568
Ashton Thomas Private Wealth
Arizona
$1.84M
CIC
569
Cincinnati Indemnity Company
Ohio
$1.84M
BHCL
570
Bull Harbor Capital LLC
Maryland
$1.83M
RWM
571
Ritholtz Wealth Management
New York
$1.83M
MOS
572
MGO One Seven
Ohio
$1.79M
WIA
573
World Investment Advisors
California
$1.77M
WAP
574
Wealthcare Advisory Partners
Pennsylvania
$1.77M
PA
575
PFG Advisors
Arizona
$1.75M