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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

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 (-$4.76B)

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
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
GT
626
Greenleaf Trust
Michigan
$1.43M
PCM
627
Polymer Capital Management
New York
$1.41M
DBIA
628
Dumont & Blake Investment Advisors
New Jersey
$1.4M
GI
629
GAMMA Investing
California
$1.4M
EWM
630
Evercore Wealth Management
New York
$1.4M
SC
631
Stance Capital
Massachusetts
$1.39M
PS
632
Principal Securities
Iowa
$1.38M
MJRIC
633
Mogy Joel R Investment Counsel
California
$1.38M
RT
634
Rockland Trust
Massachusetts
$1.38M
KAS
635
Kestra Advisory Services
Texas
$1.37M
FT
636
Fiduciary Trust
Massachusetts
$1.35M
LF
637
Lantz Financial
Illinois
$1.35M
LCM
638
Landscape Capital Management
New Jersey
$1.35M
BWAM
639
Boyd Watterson Asset Management
Ohio
$1.34M
EFS
640
Essex Financial Services
Connecticut
$1.34M
CIC
641
Chilton Investment Company
Connecticut
$1.34M
MWM
642
Mission Wealth Management
California
$1.31M
IA
643
IFP Advisors
Florida
$1.31M
PCA
644
Pallas Capital Advisors
Massachusetts
$1.3M
PCM
645
Penserra Capital Management
California
$1.3M
KF
646
Krilogy Financial
Missouri
$1.29M
SI
647
Stephens Inc
Arkansas
$1.29M
LIA
648
LS Investment Advisors
Michigan
$1.27M
BP
649
Ballentine Partners
Massachusetts
$1.27M
TC
650
TwinBeech Capital
New York
$1.27M