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
BMCM
601
Bryn Mawr Capital Management
Pennsylvania
$1.53M
MSS
602
Mitchell Sinkler & Starr
Pennsylvania
$1.53M
EWA
603
EverSource Wealth Advisors
Alabama
$1.53M
LIM
604
Longfellow Investment Management
Massachusetts
$1.53M
Connor, Clark & Lunn Investment Management (CC&L)
605
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.52M
GC
606
Grimes & Company
Massachusetts
$1.52M
TAP
607
Tounjian Advisory Partners
Florida
$1.52M
ECM
608
ExodusPoint Capital Management
New York
$1.51M
SAM
609
Smartleaf Asset Management
Massachusetts
$1.51M
CA
610
Clearstead Advisors
Ohio
$1.5M
BHC
611
Bowen Hanes & Co
Florida
$1.5M
PWMAG
612
Pinnacle Wealth Management Advisory Group
New Jersey
$1.49M
MNBTD
613
Moody National Bank Trust Division
Texas
$1.49M
HCA
614
Harbor Capital Advisors
Illinois
$1.49M
BF
615
BOK Financial
Oklahoma
$1.48M
SLP
616
Storen Legacy Partners
Indiana
$1.48M
SF
617
Summit Financial
New Jersey
$1.47M
FFA
618
Farther Finance Advisors
California
$1.47M
ET
619
Equitable Trust
Tennessee
$1.46M
DWA
620
Delap Wealth Advisory
Oregon
$1.45M
SCM
621
Shelton Capital Management
Colorado
$1.45M
GT
622
Greenleaf Trust
Michigan
$1.43M
PCM
623
Polymer Capital Management
New York
$1.41M
DBIA
624
Dumont & Blake Investment Advisors
New Jersey
$1.4M
GI
625
GAMMA Investing
California
$1.4M