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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
MOS
576
MGO One Seven
Ohio
$1.79M +$261K +1,454 +16%
WIA
577
World Investment Advisors
California
$1.77M -$1.17M -6,486 -39%
WAP
578
Wealthcare Advisory Partners
Pennsylvania
$1.77M +$34K +189 +2%
PA
579
PFG Advisors
Arizona
$1.75M +$380K +2,114 +27%
CTA
580
Chesley Taft & Associates
Illinois
$1.74M -$3.96K -22 -0.2%
CK
581
Cohen Klingenstein
New York
$1.73M
SC
582
Savant Capital
Illinois
$1.73M +$246K +1,368 +16%
TVWM
583
Tower View Wealth Management
Wisconsin
$1.73M -$3.06M -17,008 -63%
VSQM
584
V-Square Quantitative Management
Illinois
$1.72M +$98K +545 +6%
CPIG
585
Chicago Partners Investment Group
Illinois
$1.72M +$1.01M +5,626 +135%
BCWM
586
Bartlett & Co Wealth Management
Ohio
$1.72M -$1.08K -6 -0.1%
VI
587
Vestcor Inc
New Brunswick, Canada
$1.71M -$3.24M -18,008 -65%
VVP
588
Venture Visionary Partners
Ohio
$1.71M +$38.1K +212 +2%
AWM
589
Accurate Wealth Management
Florida
$1.7M -$639K -3,554 -26%
SM
590
Sciencast Management
New Jersey
$1.67M +$1.73M +9,613 New
BIG
591
Brooklyn Investment Group
New York
$1.65M +$380K +2,111 +28%
RWA
592
River Wealth Advisors
Pennsylvania
$1.64M -$92.9K -517 -5%
CAAS
593
Capital Asset Advisory Services
Michigan
$1.63M +$80.7K +449 +5%
HSA
594
HBK Sorce Advisory
Pennsylvania
$1.61M -$267K -1,484 -13%
AF
595
Allworth Financial
California
$1.6M +$576K +3,202 +53%
TE
596
Tema ETFs
New York
$1.59M +$7.55K +42 +0.5%
WA
597
Wealth Alliance
New York
$1.58M -$164K -914 -9%
RFC
598
Regions Financial Corp
Alabama
$1.57M +$46.9K +261 +3%
FRA
599
Front Row Advisors
California
$1.57M
PBT
600
Pictet Bank & Trust
Bahamas
$1.57M -$89K -495 -5%