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
HBT
651
Hills Bank & Trust
Iowa
$1.24M
AL
652
ARWA LLC
Texas
$1.22M
ML
653
McAdam LLC
Pennsylvania
$1.22M
PWM
654
Perigon Wealth Management
California
$1.22M
GVAG
655
Great Valley Advisor Group
Delaware
$1.21M
WC
656
Westerkirk Capital
$1.2M
FCBT
657
First Citizens Bank & Trust
North Carolina
$1.19M
NAM
658
NorthCrest Asset Manangement
Minnesota
$1.18M
WF
659
Welch & Forbes
Massachusetts
$1.18M
SSWM
660
Smith Salley Wealth Management
North Carolina
$1.18M
LCWP
661
Legacy Capital Wealth Partners
Arkansas
$1.16M
WFA
662
WestHill Financial Advisors
California
$1.16M
PA
663
Parallel Advisors
California
$1.16M
RI
664
Ridgewood Investments
New Jersey
$1.15M
BHPW
665
Beverly Hills Private Wealth
California
$1.15M
ST
666
Smithfield Trust
Pennsylvania
$1.14M
LFA
667
Legacy Financial Advisors
Kentucky
$1.13M
ECM
668
Evergreen Capital Management
Washington
$1.13M
AWA
669
Arkadios Wealth Advisors
Georgia
$1.13M
DWM
670
Diversify Wealth Management
Utah
$1.13M
CCG
671
Chatham Capital Group
Georgia
$1.12M
TPCW
672
TD Private Client Wealth
New York
$1.11M
JSW
673
Journey Strategic Wealth
New Jersey
$1.11M
AAS
674
Ameritas Advisory Services
Nebraska
$1.1M
PI
675
PineBridge Investments
New York
$1.1M