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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
CW
776
CreativeOne Wealth
Kansas
$763K
SL
777
Sentinus LLC
Illinois
$762K
Kovitz Investment Group Partners
778
Kovitz Investment Group Partners
Illinois
$762K
GIC
779
Generali Investments CEE
Czech Republic
$760K
IAA
780
Independent Advisor Alliance
North Carolina
$742K
FWCM
781
Ferguson Wellman Capital Management
Oregon
$735K
MFGM
782
Marshall Financial Group (Maryland)
Maryland
$735K
PP
783
PDS Planning
Ohio
$733K
WWM
784
Western Wealth Management
Colorado
$733K
ET
785
Entropy Technologies
New York
$731K
AFG
786
Atomi Financial Group
New York
$730K
BHWM
787
Bar Harbor Wealth Management
New Hampshire
$726K
PA
788
Profund Advisors
Maryland
$724K
IAN
789
Integrated Advisors Network
Texas
$724K
NWAG
790
Net Worth Advisory Group
Utah
$713K
GFP
791
Gryphon Financial Partners
Ohio
$712K
MA
792
Mutual Advisors
Nebraska
$707K
TTIC
793
Tower Trust & Investment Company
Iowa
$704K
PA
794
Persium Advisors
Georgia
$702K
GAG
795
GM Advisory Group
New York
$702K
CCA
796
Corps Capital Advisors
Texas
$702K
WWA
797
Wingate Wealth Advisors
Massachusetts
$698K
AFP
798
Ausdal Financial Partners
Iowa
$697K
SIA
799
Soltis Investment Advisors
Utah
$696K
T
800
TOBAM
France
$692K