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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
ERSOT
726
Employees Retirement System of Texas
Texas
$939K +$53.4K +297 +6%
JWM
727
JGP Wealth Management
Oregon
$937K -$26.2K -146 -3%
FCP
728
Fidelis Capital Partners
Florida
$929K -$36.1K -201 -4%
CCA
729
Checchi Capital Advisers
California
$923K +$66.3K +369 +7%
QWM
730
Quadcap Wealth Management
Texas
$918K +$13.3K +74 +1%
CNC
731
Canandaigua National Corp
New York
$910K +$944K +5,248 New
AC
732
AlphaCore Capital
California
$897K +$310K +1,727 +50%
NP
733
Nilsine Partners
Colorado
$897K -$54.5K -303 -5%
AIM
734
Advyzon Investment Management
Illinois
$896K +$323K +1,796 +53%
HPIA
735
Hamilton Point Investment Advisors
North Carolina
$891K -$3.96K -22 -0.4%
WPC
736
Wedmont Private Capital
Pennsylvania
$887K -$100K -557 -10%
CFB
737
Cullen/Frost Bankers
Texas
$887K +$11.1K +62 +1%
BWS
738
Broadway Wealth Solutions
Texas
$886K -$1.62K -9 -0.2%
FC
739
Fjell Capital
North Dakota
$884K +$25.9K +144 +3%
MMHP
740
Murphy Middleton Hinkle & Parker
Georgia
$871K +$903K +5,021 New
QIM
741
Quantitative Investment Management
Virginia
$870K -$336K -1,867 -27%
SIA
742
SkyView Investment Advisors
New Jersey
$868K +$12.6K +70 +1%
T
743
TrueFG
Texas
$867K
CCG
744
Ceeto Capital Group
Florida
$867K
KCM
745
Kathmere Capital Management
Pennsylvania
$867K +$262K +1,457 +41%
TCWA
746
Turtle Creek Wealth Advisors
Texas
$867K +$27K +150 +3%
CLIP
747
Colter Lewis Investment Partners
Connecticut
$854K +$885K +4,924 New
GC
748
Gilbert & Cook
Iowa
$849K +$1.62K +9 +0.2%
TGAM
749
TBH Global Asset Management
Tennessee
$848K +$92.4K +514 +12%
EWS
750
Evergreen Wealth Solutions
Pennsylvania
$847K +$91K +506 +12%