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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
MTIC
876
Missouri Trust & Investment Company
Missouri
$541K -$3.6K -20 -0.6%
WJWM
877
Williams Jones Wealth Management
New York
$541K -$7.73K -43 -1%
TWIM
878
TIAA Wealth Investment Management
New York
$540K +$560K +3,116 New
CPA
879
Capital Performance Advisors
California
$539K +$324K +1,801 +138%
VC
880
Vicus Capital
Pennsylvania
$539K +$2.88K +16 +0.5%
BFA
881
Bill Few Associates
Pennsylvania
$536K +$899 +5 +0.2%
FFA
882
Florida Financial Advisors
Florida
$536K +$20.3K +113 +4%
LSA
883
Leonteq Securities AG
Switzerland
$535K +$449K +2,500 +430%
7WCP
884
71 West Capital Partners
Massachusetts
$534K +$168K +936 +44%
CM
885
Capula Management
Cayman Islands
$528K +$547K +3,043 New
NSAM
886
North Star Asset Management
Wisconsin
$526K
BFM
887
Boothbay Fund Management
New York
$524K -$329K -1,832 -38%
MA
888
MCF Advisors
Kentucky
$520K +$251K +1,396 +87%
VM
889
Venator Management
Pennsylvania
$520K +$53.9K +300 +11%
ACM
890
Advisors Capital Management
New Jersey
$520K +$42.6K +237 +9%
M1FG
891
Mach-1 Financial Group
Arkansas
$518K -$363K -2,021 -40%
RIG
892
RiverFront Investment Group
Virginia
$516K +$12.6K +70 +2%
BCM
893
Boltwood Capital Management
California
$515K -$271K -1,505 -34%
CPR
894
CSU Producer Resources
Ohio
$515K
OCA
895
OpenArc Corporate Advisory
Georgia
$512K +$3.6K +20 +0.7%
VA
896
VestGen Advisors
Illinois
$511K +$563K +3,129 New
AWA
897
Archvest Wealth Advisors
California
$506K +$36K +200 +7%
WPIC
898
White Pine Investment Company
Michigan
$506K -$31.1K -173 -6%
EI
899
Ellevest Inc
New York
$505K +$41K +228 +9%
NAMNJ
900
NorthStar Asset Management (New Jersey)
New Jersey
$503K -$761K -4,231 -59%