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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

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
WA
651
Waddell & Associates
Tennessee
$1.27M +$1.11M +6,155 +540%
TH
652
TCTC Holdings
Texas
$1.26M
VFA
653
Valeo Financial Advisors
Indiana
$1.25M +$334K +1,857 +35%
CSIC
654
Clifford Swan Investment Counsel
California
$1.25M -$2.88K -16 -0.2%
HBT
655
Hills Bank & Trust
Iowa
$1.24M -$303K -1,686 -19%
AL
656
ARWA LLC
Texas
$1.22M +$75.5K +420 +6%
ML
657
McAdam LLC
Pennsylvania
$1.22M +$4.32K +24 +0.3%
PWM
658
Perigon Wealth Management
California
$1.22M -$159K -884 -11%
GVAG
659
Great Valley Advisor Group
Delaware
$1.21M +$1.26M +6,995 New
WC
660
Westerkirk Capital
$1.2M -$89.9K -500 -7%
FCBT
661
First Citizens Bank & Trust
North Carolina
$1.19M -$276K -1,536 -18%
NAM
662
NorthCrest Asset Manangement
Minnesota
$1.18M +$389K +2,166 +47%
WF
663
Welch & Forbes
Massachusetts
$1.18M -$9.89K -55 -0.8%
SSWM
664
Smith Salley Wealth Management
North Carolina
$1.18M +$226K +1,255 +23%
UAML
665
US Asset Management LLC
Pennsylvania
$1.17M -$3.24K -18 -0.3%
LCWP
666
Legacy Capital Wealth Partners
Arkansas
$1.16M +$157K +871 +15%
WFA
667
WestHill Financial Advisors
California
$1.16M -$3.96K -22 -0.3%
PA
668
Parallel Advisors
California
$1.16M +$35.1K +195 +3%
RI
669
Ridgewood Investments
New Jersey
$1.15M +$1.19M +6,641 New
BHPW
670
Beverly Hills Private Wealth
California
$1.15M +$3.96K +22 +0.3%
ST
671
Smithfield Trust
Pennsylvania
$1.14M -$7.73K -43 -0.6%
LFA
672
Legacy Financial Advisors
Kentucky
$1.13M +$877K +4,879 +294%
ECM
673
Evergreen Capital Management
Washington
$1.13M +$744K +4,138 +174%
AWA
674
Arkadios Wealth Advisors
Georgia
$1.13M -$93.1K -518 -7%
DWM
675
Diversify Wealth Management
Utah
$1.13M +$1.19M +6,618 New