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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
PCG
701
Prosperity Consulting Group
Maryland
$1.01M
BAM
702
Belpointe Asset Management
Nevada
$1.01M
AFA
703
AA Financial Advisors
Ohio
$1.01M
NG
704
Novem Group
New York
$1.01M
BTWM
705
Baker Tilly Wealth Management
Wisconsin
$1.01M
SAM
706
Sompo Asset Management
Japan
$1M
SFA
707
Souders Financial Advisors
Ohio
$1,000K
LI
708
LMCG Investments
Massachusetts
$991K
DCM
709
Donaldson Capital Management
Indiana
$990K
RWP
710
RWA Wealth Partners
Massachusetts
$985K
DWT
711
Dorsey & Whitney Trust
South Dakota
$983K
LOWM
712
Laurel Oak Wealth Management
New Jersey
$981K
S
713
SimplyRich
California
$980K
NB
714
Nicolet Bankshares
Wisconsin
$978K
EWM
715
Elmwood Wealth Management
California
$975K
AA
716
ABC Arbitrage
France
$974K
NP
717
NorthRock Partners
Minnesota
$969K
SBFM
718
S-Bank Fund Management
Finland
$964K
RIL
719
Rothschild Investment LLC
Illinois
$963K
NRS
720
Neville Rodie & Shaw
New York
$959K
IIC
721
Ironwood Investment Counsel
Arizona
$959K
MCM
722
Mattern Capital Management
Colorado
$953K
CAMV
723
Concord Asset Management (Virginia)
Virginia
$949K
EW
724
Evoke Wealth
California
$947K
TAM
725
Trust Asset Management
Texas
$946K