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
EWM
626
Evercore Wealth Management
New York
$1.4M
SC
627
Stance Capital
Massachusetts
$1.39M
PS
628
Principal Securities
Iowa
$1.38M
MJRIC
629
Mogy Joel R Investment Counsel
California
$1.38M
RT
630
Rockland Trust
Massachusetts
$1.38M
KAS
631
Kestra Advisory Services
Texas
$1.37M
FT
632
Fiduciary Trust
Massachusetts
$1.35M
LF
633
Lantz Financial
Illinois
$1.35M
LCM
634
Landscape Capital Management
New Jersey
$1.35M
BWAM
635
Boyd Watterson Asset Management
Ohio
$1.34M
EFS
636
Essex Financial Services
Connecticut
$1.34M
CIC
637
Chilton Investment Company
Connecticut
$1.34M
MWM
638
Mission Wealth Management
California
$1.31M
IA
639
IFP Advisors
Florida
$1.31M
PCA
640
Pallas Capital Advisors
Massachusetts
$1.3M
PCM
641
Penserra Capital Management
California
$1.3M
KF
642
Krilogy Financial
Missouri
$1.29M
SI
643
Stephens Inc
Arkansas
$1.29M
LIA
644
LS Investment Advisors
Michigan
$1.27M
BP
645
Ballentine Partners
Massachusetts
$1.27M
TC
646
TwinBeech Capital
New York
$1.27M
WA
647
Waddell & Associates
Tennessee
$1.27M
TH
648
TCTC Holdings
Texas
$1.26M
VFA
649
Valeo Financial Advisors
Indiana
$1.25M
CSIC
650
Clifford Swan Investment Counsel
California
$1.25M