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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

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
KB
551
Kimelman & Baird
New York
$2.19M
Balyasny Asset Management
552
Balyasny Asset Management
Illinois
$2.17M -$5.32M -29,590 -70%
CG
553
Caprock Group
Idaho
$2.15M -$99.6K -554 -4%
CCM
554
Coldstream Capital Management
Washington
$2.15M -$30.6K -170 -1%
Financial Engines Advisors
555
Financial Engines Advisors
California
$2.15M -$115K -637 -5%
CL
556
Choreo LLC
Illinois
$2.14M -$1.26K -7 -0.1%
EWA
557
EP Wealth Advisors
California
$2.13M +$533K +2,967 +32%
PAG
558
Private Advisor Group
New Jersey
$2.12M -$7.01K -39 -0.3%
PF
559
Phoenix Financial
Israel
$2.1M -$793K -4,412 -27%
NSUP
560
NLB Skladi upravljanje premozenja
$2.06M -$44.8K -249 -2%
S
561
SignatureFD
Georgia
$2.05M +$44K +245 +2%
SDIC
562
South Dakota Investment Council
South Dakota
$2.02M
TSS
563
Two Sigma Securities
New York
$2.01M +$2.08M +11,574 New
HCM
564
Howland Capital Management
Massachusetts
$1.99M -$38.1K -212 -2%
SC
565
Syon Capital
California
$1.94M +$218K +1,212 +12%
SWM
566
Spire Wealth Management
Virginia
$1.94M +$1.86M +10,340 +1,244%
TCIIS
567
TIAA-CREF Individual & Institutional Services
New York
$1.92M +$1.99M +11,058 New
CFG
568
Citizens Financial Group
Rhode Island
$1.91M +$327K +1,817 +20%
TCA
569
Transcend Capital Advisors
New Jersey
$1.89M -$731K -4,065 -27%
AAP
570
Arax Advisory Partners
Colorado
$1.89M +$1.09M +6,090 +127%
MAS
571
Meeder Advisory Services
Ohio
$1.86M +$118K +654 +7%
ATPW
572
Ashton Thomas Private Wealth
Arizona
$1.84M +$25.4K +141 +1%
CIC
573
Cincinnati Indemnity Company
Ohio
$1.84M
BHC
574
Bull Harbor Capital
Maryland
$1.83M +$1.9M +10,560 New
RWM
575
Ritholtz Wealth Management
New York
$1.83M +$127K +707 +7%