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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
ML
901
Mayport LLC
Massachusetts
$502K +$197K +1,095 +61%
NW
902
NewEdge Wealth
Pennsylvania
$500K -$2.34M -13,024 -82%
SG
903
Strid Group
Pennsylvania
$498K
N
904
Natixis
France
$495K -$3.31M -18,404 -87%
CIM
905
Cambria Investment Management
California
$494K +$512K +2,849 New
PPWP
906
Premier Path Wealth Partners
New Jersey
$493K +$57.9K +322 +13%
DMBA
907
Deseret Mutual Benefit Administrators
Utah
$493K +$205K +1,138 +67%
SWM
908
Sterling Wealth Management
Illinois
$489K
DDC
909
DF Dent & Co
Maryland
$488K -$524K -2,912 -51%
IWM
910
IHT Wealth Management
Illinois
$487K +$8.99K +50 +2%
FC
911
FORA Capital
Florida
$487K +$504K +2,806 New
MWM
912
Meritas Wealth Management
California
$487K
PI
913
PFG Investments
New York
$485K +$186K +1,036 +59%
PTC
914
Private Trust Company
Ohio
$484K -$13.5K -75 -3%
SWP
915
Stratos Wealth Partners
Ohio
$482K -$34K -189 -6%
V
916
VeraBank
Texas
$475K -$192K -1,069 -28%
FAM
917
Fulcrum Asset Management
United Kingdom
$475K +$23.6K +131 +5%
PGA
918
Portland Global Advisors
Maine
$475K
PMSA
919
Patrick M. Sweeney & Associates
Illinois
$474K +$8.99K +50 +2%
KAM
920
Knightsbridge Asset Management
California
$473K +$491K +2,729 New
SWA
921
SOA Wealth Advisors
New York
$473K -$5.93K -33 -1%
SAI
922
Savvy Advisors Inc
New York
$471K +$39.7K +221 +9%
FHC
923
First Horizon Corporation
Tennessee
$471K +$188K +1,045 +63%
WANY
924
Wealthspire Advisors (New York)
New York
$468K -$726K -4,039 -60%
CAI
925
Capital Advisors Inc
Oklahoma
$468K +$7.55K +42 +2%