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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
AWA
751
Aaron Wealth Advisors
Illinois
$839K
RIA
752
Regal Investment Advisors
Michigan
$838K
CSPIA
753
Cary Street Partners Investment Advisory
Virginia
$831K
EPW
754
Evolve Private Wealth
California
$827K
HPC
755
HM Payson & Co
Maine
$820K
AIP
756
Ameritas Investment Partners
Nebraska
$817K
AUB
757
Atlantic Union Bankshares
Virginia
$816K
DA
758
Dover Advisors
Virginia
$813K
BBL
759
Beck Bode LLC
Massachusetts
$813K
TCBWMS
760
Texas Capital Bank Wealth Management Services
Texas
$810K
QPWM
761
Quadrant Private Wealth Management
Pennsylvania
$806K
MPAM
762
Murphy Pohlad Asset Management
Minnesota
$806K
CI
763
Cigna Investments
Connecticut
$803K
WFI
764
West Family Investments
California
$800K
WSFS
765
Wilmington Savings Fund Society
Delaware
$795K
OC
766
Oppenheimer & Co
New York
$787K
EWM
767
Empirical Wealth Management
Washington
$784K
CFAM
768
Center For Asset Management
Florida
$782K
BA
769
Bridgewater Advisors
New York
$775K
MAM
770
MMA Asset Management
Pennsylvania
$774K
GIA
771
Gateway Investment Advisers
Ohio
$772K
LFAS
772
Level Four Advisory Services
Texas
$767K
CFP
773
Cascade Financial Partners
California
$767K
NSB
774
Norway Savings Bank
Maine
$766K
TPI
775
Trust Point Inc
Wisconsin
$766K