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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
RWB
601
RMR Wealth Builders
New Jersey
$1.57M -$16K -89 -1%
TAM
602
Tealwood Asset Management
Minnesota
$1.55M +$12.4K +69 +0.8%
LNB
603
Ledyard National Bank
$1.54M +$94.7K +527 +6%
ICP
604
Impact Capital Partners
Colorado
$1.54M -$3.6K -20 -0.2%
BMCM
605
Bryn Mawr Capital Management
Pennsylvania
$1.53M -$2.88K -16 -0.2%
MSS
606
Mitchell Sinkler & Starr
Pennsylvania
$1.53M +$1.58M +8,811 New
EWA
607
EverSource Wealth Advisors
Alabama
$1.53M +$458K +2,545 +41%
LIM
608
Longfellow Investment Management
Massachusetts
$1.53M +$514K +2,860 +48%
Connor, Clark & Lunn Investment Management (CC&L)
609
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.52M -$997K -5,543 -39%
GC
610
Grimes & Company
Massachusetts
$1.52M -$22.5K -125 -1%
TAP
611
Tounjian Advisory Partners
Florida
$1.52M -$57.9K -322 -4%
ECM
612
ExodusPoint Capital Management
New York
$1.51M -$31.4M -174,903 -95%
SAM
613
Smartleaf Asset Management
Massachusetts
$1.51M +$13.1K +73 +0.9%
CA
614
Clearstead Advisors
Ohio
$1.5M -$245K -1,361 -14%
BHC
615
Bowen Hanes & Co
Florida
$1.5M -$49.4K -275 -3%
PWMAG
616
Pinnacle Wealth Management Advisory Group
New Jersey
$1.49M +$485K +2,700 +46%
MNBTD
617
Moody National Bank Trust Division
Texas
$1.49M +$3.96K +22 +0.3%
HCA
618
Harbor Capital Advisors
Illinois
$1.49M +$1.54M +8,582 New
BF
619
BOK Financial
Oklahoma
$1.48M -$12.6K -70 -0.8%
SLP
620
Storen Legacy Partners
Indiana
$1.48M +$1.44K +8 +0.1%
SF
621
Summit Financial
New Jersey
$1.47M -$375K -2,084 -20%
FFA
622
Farther Finance Advisors
California
$1.47M +$70.5K +392 +5%
ET
623
Equitable Trust
Tennessee
$1.46M +$159K +887 +12%
DWA
624
Delap Wealth Advisory
Oregon
$1.45M
SCM
625
Shelton Capital Management
Colorado
$1.45M -$13.5K -75 -0.9%