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

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
KB
551
Kimelman & Baird
New York
$2.19M
Balyasny Asset Management
552
Balyasny Asset Management
Illinois
$2.17M
CG
553
Caprock Group
Idaho
$2.15M
CCM
554
Coldstream Capital Management
Washington
$2.15M
Financial Engines Advisors
555
Financial Engines Advisors
California
$2.15M
CL
556
Choreo LLC
Illinois
$2.14M
EWA
557
EP Wealth Advisors
California
$2.13M
PAG
558
Private Advisor Group
New Jersey
$2.12M
PF
559
Phoenix Financial
Israel
$2.1M
NSUP
560
NLB Skladi upravljanje premozenja
$2.06M
S
561
SignatureFD
Georgia
$2.05M
SDIC
562
South Dakota Investment Council
South Dakota
$2.02M
TSS
563
Two Sigma Securities
New York
$2.01M
HCM
564
Howland Capital Management
Massachusetts
$1.99M
SC
565
Syon Capital
California
$1.94M
SWM
566
Spire Wealth Management
Virginia
$1.94M
TCIIS
567
TIAA-CREF Individual & Institutional Services
New York
$1.92M
CFG
568
Citizens Financial Group
Rhode Island
$1.91M
TCA
569
Transcend Capital Advisors
New Jersey
$1.89M
AAP
570
Arax Advisory Partners
Colorado
$1.89M
MAS
571
Meeder Advisory Services
Ohio
$1.86M
ATPW
572
Ashton Thomas Private Wealth
Arizona
$1.84M
CIC
573
Cincinnati Indemnity Company
Ohio
$1.84M
BHC
574
Bull Harbor Capital
Maryland
$1.83M
RWM
575
Ritholtz Wealth Management
New York
$1.83M