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
PWPS
826
Pinnacle Wealth Planning Services
Ohio
$638K -$9.89K -55 -1%
GWP
827
Gateway Wealth Partners
Wisconsin
$638K +$661K +3,677 New
JSSH
828
J. Safra Sarasin Holding
$633K -$21.6M -120,303 -97%
GS
829
GTS Securities
New York
$633K -$641K -3,568 -49%
SRWM
830
Shira Ridge Wealth Management
California
$632K
LWAM
831
Legacy Wealth Asset Management
Minnesota
$632K +$18K +100 +3%
Empower Advisory Group
832
Empower Advisory Group
Colorado
$631K -$66.2K -368 -9%
MCM
833
Manchester Capital Management
Vermont
$631K -$11.3K -63 -2%
FRM
834
Fox Run Management
Connecticut
$631K +$649K +3,611 New
VIP
835
Vista Investment Partners
Oklahoma
$624K
LIM
836
Loudon Investment Management
New Hampshire
$624K +$647K +3,600 New
CT
837
Caldwell Trust
Florida
$612K
EIM
838
Essex Investment Management
Massachusetts
$612K -$66.3K -369 -9%
FNT
839
First National Trust
Pennsylvania
$612K -$69K -384 -10%
SOAM
840
SBI Okasan Asset Management
Japan
$612K
QI
841
Qtron Investments
Massachusetts
$611K
PE
842
PCM Encore
Colorado
$608K +$14.7K +82 +2%
NCM
843
Noesis Capital Mangement
Florida
$607K
FSA
844
Fort Sheridan Advisors
Illinois
$606K +$628K +3,491 New
WCP
845
Wick Capital Partners
Pennsylvania
$602K +$251K +1,395 +67%
CWM
846
Connecticut Wealth Management
Connecticut
$601K -$122K -681 -16%
CCA
847
Coign Capital Advisors
Utah
$598K +$44.8K +249 +8%
SB
848
Strategic Blueprint
Georgia
$598K +$2.16K +12 +0.3%
JF
849
Jump Financial
Illinois
$597K -$26M -144,447 -98%
PFS
850
Prospera Financial Services
Texas
$588K -$159K -886 -21%