We are live on ! Find out more
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
CW
776
CreativeOne Wealth
Kansas
$763K -$719 -4 -0.1%
SL
777
Sentinus LLC
Illinois
$762K +$520K +2,894 +193%
Kovitz Investment Group Partners
778
Kovitz Investment Group Partners
Illinois
$762K -$33.3K -185 -4%
GIC
779
Generali Investments CEE
Czech Republic
$760K +$46K +256 +6%
IAA
780
Independent Advisor Alliance
North Carolina
$742K +$84.3K +469 +12%
FWCM
781
Ferguson Wellman Capital Management
Oregon
$735K -$20K -111 -3%
MFGM
782
Marshall Financial Group (Maryland)
Maryland
$735K +$25.5K +142 +3%
PP
783
PDS Planning
Ohio
$733K +$58.8K +327 +8%
WWM
784
Western Wealth Management
Colorado
$733K -$12.8K -71 -2%
ET
785
Entropy Technologies
New York
$731K -$13.5M -75,074 -95%
AFG
786
Atomi Financial Group
New York
$730K +$263K +1,462 +53%
BHWM
787
Bar Harbor Wealth Management
New Hampshire
$726K -$62.4K -347 -8%
PA
788
Profund Advisors
Maryland
$724K -$166K -921 -18%
IAN
789
Integrated Advisors Network
Texas
$724K -$34.3K -191 -4%
NWAG
790
Net Worth Advisory Group
Utah
$713K -$14.9K -83 -2%
GFP
791
Gryphon Financial Partners
Ohio
$712K +$81.3K +452 +12%
MA
792
Mutual Advisors
Nebraska
$707K +$23.7K +132 +3%
TTIC
793
Tower Trust & Investment Company
Iowa
$704K -$19.2K -107 -3%
PA
794
Persium Advisors
Georgia
$702K +$62.9K +350 +9%
GAG
795
GM Advisory Group
New York
$702K -$17.8K -99 -2%
CCA
796
Corps Capital Advisors
Texas
$702K +$242K +1,345 +50%
WWA
797
Wingate Wealth Advisors
Massachusetts
$698K -$3.24K -18 -0.4%
AFP
798
Ausdal Financial Partners
Iowa
$697K -$19.8K -110 -3%
SIA
799
Soltis Investment Advisors
Utah
$696K +$266K +1,481 +59%
T
800
TOBAM
France
$692K +$539 +3 +0.1%