We are live on ! Find out more
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
GT
626
Greenleaf Trust
Michigan
$1.43M -$213K -1,185 -13%
PCM
627
Polymer Capital Management
New York
$1.41M +$346K +1,924 +31%
DBIA
628
Dumont & Blake Investment Advisors
New Jersey
$1.4M -$17.8K -99 -1%
GI
629
GAMMA Investing
California
$1.4M +$456K +2,539 +46%
EWM
630
Evercore Wealth Management
New York
$1.4M
SC
631
Stance Capital
Massachusetts
$1.39M +$74.1K +412 +5%
PS
632
Principal Securities
Iowa
$1.38M +$136K +756 +10%
MJRIC
633
Mogy Joel R Investment Counsel
California
$1.38M -$1.16M -6,468 -45%
RT
634
Rockland Trust
Massachusetts
$1.38M -$584K -3,246 -29%
KAS
635
Kestra Advisory Services
Texas
$1.37M -$413K -2,295 -23%
FT
636
Fiduciary Trust
Massachusetts
$1.35M -$378K -2,101 -21%
LF
637
Lantz Financial
Illinois
$1.35M +$3.77K +21 +0.3%
LCM
638
Landscape Capital Management
New Jersey
$1.35M -$3.39M -18,851 -71%
BWAM
639
Boyd Watterson Asset Management
Ohio
$1.34M +$170K +945 +14%
EFS
640
Essex Financial Services
Connecticut
$1.34M +$131K +731 +10%
CIC
641
Chilton Investment Company
Connecticut
$1.34M +$486K +2,703 +54%
MWM
642
Mission Wealth Management
California
$1.31M -$163K -906 -11%
IA
643
IFP Advisors
Florida
$1.31M -$277K -1,538 -17%
PCA
644
Pallas Capital Advisors
Massachusetts
$1.3M +$472K +2,626 +54%
PCM
645
Penserra Capital Management
California
$1.3M +$865K +4,812 +178%
KF
646
Krilogy Financial
Missouri
$1.29M +$843K +4,688 +195%
SI
647
Stephens Inc
Arkansas
$1.29M +$185K +1,029 +16%
LIA
648
LS Investment Advisors
Michigan
$1.27M -$1.8K -10 -0.1%
BP
649
Ballentine Partners
Massachusetts
$1.27M -$414K -2,302 -24%
TC
650
TwinBeech Capital
New York
$1.27M -$3.6M -20,037 -73%