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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
SFS
801
Sowell Financial Services
Arkansas
$691K
VNT
802
Vanguard National Trust
Pennsylvania
$691K
SWA
803
SFMG Wealth Advisors
Texas
$687K
CBA
804
Coastal Bridge Advisors
Connecticut
$685K
PL
805
Perpetual Ltd
Australia
$684K
JTWM
806
Jackson Thornton Wealth Management
Alabama
$681K
EC
807
EntryPoint Capital
New York
$680K
BEAM
808
Baker Ellis Asset Management
Washington
$676K
KWA
809
Kondo Wealth Advisors
California
$676K
SLI
810
Sumitomo Life Insurance
Japan
$675K
PGWM
811
Parisi Gray Wealth Management
New Jersey
$673K
JHP
812
James Hambro & Partners
United Kingdom
$669K
MT
813
Midwest Trust
Kansas
$664K
Verition Fund Management
814
Verition Fund Management
Connecticut
$663K
SGI
815
Summit Global Investments
Utah
$661K
ST
816
Sageworth Trust
Pennsylvania
$656K
GAM
817
Groupama Asset Management
France
$653K
MWM
818
Maridea Wealth Management
New York
$652K
MWM
819
MOKAN Wealth Management
Kansas
$651K
MGIA
820
Matthew Goff Investment Advisor
Texas
$650K
SPW
821
Signet Private Wealth
Illinois
$650K
ACM
822
Allred Capital Management
Texas
$645K
BWM
823
Buckley Wealth Management
Nevada
$645K
AWM
824
Aries Wealth Management
Maine
$644K
SA
825
Sylvest Advisors
Texas
$639K