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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
CCG
676
Chatham Capital Group
Georgia
$1.12M
TPCW
677
TD Private Client Wealth
New York
$1.11M
JSW
678
Journey Strategic Wealth
New Jersey
$1.11M
AAS
679
Ameritas Advisory Services
Nebraska
$1.1M
PI
680
PineBridge Investments
New York
$1.1M
CNC
681
Citizens & Northern Corp
Pennsylvania
$1.1M
FISPB
682
Fideuram - Intesa Sanpaolo Private Banking
$1.1M
CWP
683
Concord Wealth Partners
Virginia
$1.09M
SW
684
Simplicity Wealth
New Jersey
$1.08M
WBC
685
Westpac Banking Corp
Australia
$1.08M
SWP
686
Sagespring Wealth Partners
Tennessee
$1.07M
EB
687
Exchange Bank
California
$1.07M
DWP
688
Daymark Wealth Partners
Ohio
$1.06M
FA
689
Faithward Advisors
Pennsylvania
$1.06M
MC
690
Middleton & Co
Massachusetts
$1.06M
VWM
691
Venturi Wealth Management
Texas
$1.06M
WA1
692
Wimmer Associates 1
California
$1.06M
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
ASN
696
Advisory Services Network
Georgia
$1.04M
FTWA
697
Fifth Third Wealth Advisors
Ohio
$1.04M
FRA
698
Frank Rimerman Advisors
California
$1.04M
DADC
699
D.A. Davidson & Co
Montana
$1.04M
IA
700
Integrity Alliance
Iowa
$1.02M