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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
PCG
701
Prosperity Consulting Group
Maryland
$1.01M -$1.24M -6,883 -54%
BAM
702
Belpointe Asset Management
Nevada
$1.01M -$84.1K -468 -7%
AFA
703
AA Financial Advisors
Ohio
$1.01M -$57.9K -322 -5%
NG
704
Novem Group
New York
$1.01M +$60.2K +335 +6%
BTWM
705
Baker Tilly Wealth Management
Wisconsin
$1.01M +$452K +2,516 +77%
SAM
706
Sompo Asset Management
Japan
$1M -$75.5K -420 -7%
SFA
707
Souders Financial Advisors
Ohio
$1,000K -$142K -790 -12%
LI
708
LMCG Investments
Massachusetts
$991K +$1.03M +5,712 New
DCM
709
Donaldson Capital Management
Indiana
$990K -$85.8K -477 -8%
RWP
710
RWA Wealth Partners
Massachusetts
$985K -$187K -1,042 -16%
DWT
711
Dorsey & Whitney Trust
South Dakota
$983K +$51.4K +286 +5%
LOWM
712
Laurel Oak Wealth Management
New Jersey
$981K -$1.62K -9 -0.2%
S
713
SimplyRich
California
$980K -$16.2K -90 -2%
NB
714
Nicolet Bankshares
Wisconsin
$978K +$574K +3,192 +129%
EWM
715
Elmwood Wealth Management
California
$975K -$44K -245 -4%
AA
716
ABC Arbitrage
France
$974K -$1.36M -7,564 -57%
NP
717
NorthRock Partners
Minnesota
$969K +$561K +3,119 +126%
SBFM
718
S-Bank Fund Management
Finland
$964K -$37.2K -207 -4%
RIL
719
Rothschild Investment LLC
Illinois
$963K +$340K +1,889 +52%
NRS
720
Neville Rodie & Shaw
New York
$959K
IIC
721
Ironwood Investment Counsel
Arizona
$959K +$899 +5 +0.1%
MCM
722
Mattern Capital Management
Colorado
$953K +$99.1K +551 +11%
CAMV
723
Concord Asset Management (Virginia)
Virginia
$949K -$37.9K -211 -4%
EW
724
Evoke Wealth
California
$947K +$529K +2,943 +117%
TAM
725
Trust Asset Management
Texas
$946K