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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
ERSOT
726
Employees Retirement System of Texas
Texas
$939K
JWM
727
JGP Wealth Management
Oregon
$937K
FCP
728
Fidelis Capital Partners
Florida
$929K
CCA
729
Checchi Capital Advisers
California
$923K
QWM
730
Quadcap Wealth Management
Texas
$918K
CNC
731
Canandaigua National Corp
New York
$910K
AC
732
AlphaCore Capital
California
$897K
NP
733
Nilsine Partners
Colorado
$897K
AIM
734
Advyzon Investment Management
Illinois
$896K
HPIA
735
Hamilton Point Investment Advisors
North Carolina
$891K
WPC
736
Wedmont Private Capital
Pennsylvania
$887K
CFB
737
Cullen/Frost Bankers
Texas
$887K
BWS
738
Broadway Wealth Solutions
Texas
$886K
FC
739
Fjell Capital
North Dakota
$884K
MMHP
740
Murphy Middleton Hinkle & Parker
Georgia
$871K
QIM
741
Quantitative Investment Management
Virginia
$870K
SIA
742
SkyView Investment Advisors
New Jersey
$868K
T
743
TrueFG
Texas
$867K
CCG
744
Ceeto Capital Group
Florida
$867K
KCM
745
Kathmere Capital Management
Pennsylvania
$867K
TCWA
746
Turtle Creek Wealth Advisors
Texas
$867K
CLIP
747
Colter Lewis Investment Partners
Connecticut
$854K
GC
748
Gilbert & Cook
Iowa
$849K
TGAM
749
TBH Global Asset Management
Tennessee
$848K
EWS
750
Evergreen Wealth Solutions
Pennsylvania
$847K