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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
SFS
801
Sowell Financial Services
Arkansas
$691K +$32.2K +179 +5%
VNT
802
Vanguard National Trust
Pennsylvania
$691K +$716K +3,982 New
SWA
803
SFMG Wealth Advisors
Texas
$687K -$3.6K -20 -0.5%
CBA
804
Coastal Bridge Advisors
Connecticut
$685K +$17.1K +95 +2%
PL
805
Perpetual Ltd
Australia
$684K +$507K +2,822 +252%
JTWM
806
Jackson Thornton Wealth Management
Alabama
$681K +$380K +2,112 +109%
EC
807
EntryPoint Capital
New York
$680K -$386K -2,147 -35%
BEAM
808
Baker Ellis Asset Management
Washington
$676K -$73.7K -410 -10%
KWA
809
Kondo Wealth Advisors
California
$676K -$1.08K -6 -0.2%
SLI
810
Sumitomo Life Insurance
Japan
$675K -$777K -4,321 -53%
PGWM
811
Parisi Gray Wealth Management
New Jersey
$673K
JHP
812
James Hambro & Partners
United Kingdom
$669K -$12.9K -72 -2%
MT
813
Midwest Trust
Kansas
$664K -$60.2K -335 -8%
Verition Fund Management
814
Verition Fund Management
Connecticut
$663K -$5.93M -32,963 -90%
SGI
815
Summit Global Investments
Utah
$661K +$1.8K +10 +0.3%
ST
816
Sageworth Trust
Pennsylvania
$656K +$680K +3,782 New
GAM
817
Groupama Asset Management
France
$653K +$275K +1,530 +68%
MWM
818
Maridea Wealth Management
New York
$652K +$338K +1,882 +100%
MWM
819
MOKAN Wealth Management
Kansas
$651K +$675K +3,752 New
MGIA
820
Matthew Goff Investment Advisor
Texas
$650K
SPW
821
Signet Private Wealth
Illinois
$650K -$35.4K -197 -5%
ACM
822
Allred Capital Management
Texas
$645K +$9.89K +55 +2%
BWM
823
Buckley Wealth Management
Nevada
$645K +$69.6K +387 +12%
AWM
824
Aries Wealth Management
Maine
$644K -$20.9K -116 -3%
SA
825
Sylvest Advisors
Texas
$639K +$32.4K +180 +5%