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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
CCG
676
Chatham Capital Group
Georgia
$1.12M -$58.4K -325 -5%
TPCW
677
TD Private Client Wealth
New York
$1.11M +$210K +1,168 +22%
JSW
678
Journey Strategic Wealth
New Jersey
$1.11M +$304K +1,693 +36%
AAS
679
Ameritas Advisory Services
Nebraska
$1.1M -$234K -1,302 -17%
PI
680
PineBridge Investments
New York
$1.1M -$431K -2,395 -27%
CNC
681
Citizens & Northern Corp
Pennsylvania
$1.1M -$30.4K -169 -3%
FISPB
682
Fideuram - Intesa Sanpaolo Private Banking
$1.1M -$725K -4,032 -39%
CWP
683
Concord Wealth Partners
Virginia
$1.09M +$105K +584 +10%
SW
684
Simplicity Wealth
New Jersey
$1.08M +$55.4K +308 +5%
WBC
685
Westpac Banking Corp
Australia
$1.08M +$465K +2,584 +71%
SWP
686
Sagespring Wealth Partners
Tennessee
$1.07M +$219K +1,220 +25%
EB
687
Exchange Bank
California
$1.07M -$1.08K -6 -0.1%
DWP
688
Daymark Wealth Partners
Ohio
$1.06M +$830K +4,619 +305%
FA
689
Faithward Advisors
Pennsylvania
$1.06M +$928K +5,162 +166%
MC
690
Middleton & Co
Massachusetts
$1.06M +$660K +3,673 +150%
VWM
691
Venturi Wealth Management
Texas
$1.06M +$289K +1,607 +36%
WA1
692
Wimmer Associates 1
California
$1.06M +$6.11K +34 +0.6%
GWM
693
Graybill Wealth Management
Illinois
$1.05M
TSW
694
Thompson Siegel & Walmsley
Virginia
$1.05M
DLA
695
Douglas Lane & Associates
New York
$1.05M +$1.08M +6,033 New
ASN
696
Advisory Services Network
Georgia
$1.04M +$165K +916 +18%
FTWA
697
Fifth Third Wealth Advisors
Ohio
$1.04M +$64.5K +359 +6%
FRA
698
Frank Rimerman Advisors
California
$1.04M -$2.52K -14 -0.2%
DADC
699
D.A. Davidson & Co
Montana
$1.04M -$11K -61 -1%
IA
700
Integrity Alliance
Iowa
$1.02M -$98.3K -547 -9%