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
CTA
576
Chesley Taft & Associates
Illinois
$1.74M
CK
577
Cohen Klingenstein
New York
$1.73M
SC
578
Savant Capital
Illinois
$1.73M
TVWM
579
Tower View Wealth Management
Wisconsin
$1.73M
VSQM
580
V-Square Quantitative Management
Illinois
$1.72M
CPIG
581
Chicago Partners Investment Group
Illinois
$1.72M
BCWM
582
Bartlett & Co Wealth Management
Ohio
$1.72M
VI
583
Vestcor Inc
New Brunswick, Canada
$1.71M
VVP
584
Venture Visionary Partners
Ohio
$1.71M
AWM
585
Accurate Wealth Management
Florida
$1.7M
SM
586
Sciencast Management
New Jersey
$1.67M
BIG
587
Brooklyn Investment Group
New York
$1.65M
RWA
588
River Wealth Advisors
Pennsylvania
$1.64M
CAAS
589
Capital Asset Advisory Services
Michigan
$1.63M
HSA
590
HBK Sorce Advisory
Pennsylvania
$1.61M
AF
591
Allworth Financial
California
$1.6M
TE
592
Tema ETFs
New York
$1.59M
WA
593
Wealth Alliance
New York
$1.58M
RFC
594
Regions Financial Corp
Alabama
$1.57M
FRA
595
Front Row Advisors
California
$1.57M
PBT
596
Pictet Bank & Trust
Bahamas
$1.57M
RWB
597
RMR Wealth Builders
New Jersey
$1.57M
TAM
598
Tealwood Asset Management
Minnesota
$1.55M
LNB
599
Ledyard National Bank
$1.54M
ICP
600
Impact Capital Partners
Colorado
$1.54M