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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
AWA
751
Aaron Wealth Advisors
Illinois
$839K +$143K +795 +20%
RIA
752
Regal Investment Advisors
Michigan
$838K +$107K +596 +14%
CSPIA
753
Cary Street Partners Investment Advisory
Virginia
$831K -$1.26K -7 -0.1%
EPW
754
Evolve Private Wealth
California
$827K +$340K +1,893 +66%
HPC
755
HM Payson & Co
Maine
$820K
AIP
756
Ameritas Investment Partners
Nebraska
$817K -$7.55K -42 -0.9%
AUB
757
Atlantic Union Bankshares
Virginia
$816K -$3.6K -20 -0.4%
DA
758
Dover Advisors
Virginia
$813K -$483K -2,689 -36%
BBL
759
Beck Bode LLC
Massachusetts
$813K
TCBWMS
760
Texas Capital Bank Wealth Management Services
Texas
$810K +$39.6K +220 +5%
QPWM
761
Quadrant Private Wealth Management
Pennsylvania
$806K +$3.96K +22 +0.5%
MPAM
762
Murphy Pohlad Asset Management
Minnesota
$806K
CI
763
Cigna Investments
Connecticut
$803K -$14.4K -80 -2%
WFI
764
West Family Investments
California
$800K -$11.5K -64 -1%
WSFS
765
Wilmington Savings Fund Society
Delaware
$795K +$49.3K +274 +6%
OC
766
Oppenheimer & Co
New York
$787K -$77.7K -432 -9%
EWM
767
Empirical Wealth Management
Washington
$784K -$389K -2,162 -32%
CFAM
768
Center For Asset Management
Florida
$782K -$7.01K -39 -0.9%
BA
769
Bridgewater Advisors
New York
$775K -$49.8K -277 -5%
MAM
770
MMA Asset Management
Pennsylvania
$774K +$67.8K +377 +9%
GIA
771
Gateway Investment Advisers
Ohio
$772K -$182K -1,014 -19%
LFAS
772
Level Four Advisory Services
Texas
$767K +$63.5K +353 +9%
CFP
773
Cascade Financial Partners
California
$767K -$9.53K -53 -1%
NSB
774
Norway Savings Bank
Maine
$766K -$244K -1,357 -24%
TPI
775
Trust Point Inc
Wisconsin
$766K +$372K +2,068 +88%