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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
MOS
576
MGO One Seven
Ohio
$1.79M
WIA
577
World Investment Advisors
California
$1.77M
WAP
578
Wealthcare Advisory Partners
Pennsylvania
$1.77M
PA
579
PFG Advisors
Arizona
$1.75M
CTA
580
Chesley Taft & Associates
Illinois
$1.74M
CK
581
Cohen Klingenstein
New York
$1.73M
SC
582
Savant Capital
Illinois
$1.73M
TVWM
583
Tower View Wealth Management
Wisconsin
$1.73M
VSQM
584
V-Square Quantitative Management
Illinois
$1.72M
CPIG
585
Chicago Partners Investment Group
Illinois
$1.72M
BCWM
586
Bartlett & Co Wealth Management
Ohio
$1.72M
VI
587
Vestcor Inc
New Brunswick, Canada
$1.71M
VVP
588
Venture Visionary Partners
Ohio
$1.71M
AWM
589
Accurate Wealth Management
Florida
$1.7M
SM
590
Sciencast Management
New Jersey
$1.67M
BIG
591
Brooklyn Investment Group
New York
$1.65M
RWA
592
River Wealth Advisors
Pennsylvania
$1.64M
CAAS
593
Capital Asset Advisory Services
Michigan
$1.63M
HSA
594
HBK Sorce Advisory
Pennsylvania
$1.61M
AF
595
Allworth Financial
California
$1.6M
TE
596
Tema ETFs
New York
$1.59M
WA
597
Wealth Alliance
New York
$1.58M
RFC
598
Regions Financial Corp
Alabama
$1.57M
FRA
599
Front Row Advisors
California
$1.57M
PBT
600
Pictet Bank & Trust
Bahamas
$1.57M