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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
WA
651
Waddell & Associates
Tennessee
$1.27M
TH
652
TCTC Holdings
Texas
$1.26M
VFA
653
Valeo Financial Advisors
Indiana
$1.25M
CSIC
654
Clifford Swan Investment Counsel
California
$1.25M
HBT
655
Hills Bank & Trust
Iowa
$1.24M
AL
656
ARWA LLC
Texas
$1.22M
ML
657
McAdam LLC
Pennsylvania
$1.22M
PWM
658
Perigon Wealth Management
California
$1.22M
GVAG
659
Great Valley Advisor Group
Delaware
$1.21M
WC
660
Westerkirk Capital
$1.2M
FCBT
661
First Citizens Bank & Trust
North Carolina
$1.19M
NAM
662
NorthCrest Asset Manangement
Minnesota
$1.18M
WF
663
Welch & Forbes
Massachusetts
$1.18M
SSWM
664
Smith Salley Wealth Management
North Carolina
$1.18M
UAML
665
US Asset Management LLC
Pennsylvania
$1.17M
LCWP
666
Legacy Capital Wealth Partners
Arkansas
$1.16M
WFA
667
WestHill Financial Advisors
California
$1.16M
PA
668
Parallel Advisors
California
$1.16M
RI
669
Ridgewood Investments
New Jersey
$1.15M
BHPW
670
Beverly Hills Private Wealth
California
$1.15M
ST
671
Smithfield Trust
Pennsylvania
$1.14M
LFA
672
Legacy Financial Advisors
Kentucky
$1.13M
ECM
673
Evergreen Capital Management
Washington
$1.13M
AWA
674
Arkadios Wealth Advisors
Georgia
$1.13M
DWM
675
Diversify Wealth Management
Utah
$1.13M