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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
ML
901
Mayport LLC
Massachusetts
$502K
NW
902
NewEdge Wealth
Pennsylvania
$500K
SG
903
Strid Group
Pennsylvania
$498K
N
904
Natixis
France
$495K
CIM
905
Cambria Investment Management
California
$494K
PPWP
906
Premier Path Wealth Partners
New Jersey
$493K
DMBA
907
Deseret Mutual Benefit Administrators
Utah
$493K
SWM
908
Sterling Wealth Management
Illinois
$489K
DDC
909
DF Dent & Co
Maryland
$488K
IWM
910
IHT Wealth Management
Illinois
$487K
FC
911
FORA Capital
Florida
$487K
MWM
912
Meritas Wealth Management
California
$487K
PI
913
PFG Investments
New York
$485K
PTC
914
Private Trust Company
Ohio
$484K
SWP
915
Stratos Wealth Partners
Ohio
$482K
V
916
VeraBank
Texas
$475K
FAM
917
Fulcrum Asset Management
United Kingdom
$475K
PGA
918
Portland Global Advisors
Maine
$475K
PMSA
919
Patrick M. Sweeney & Associates
Illinois
$474K
KAM
920
Knightsbridge Asset Management
California
$473K
SWA
921
SOA Wealth Advisors
New York
$473K
SAI
922
Savvy Advisors Inc
New York
$471K
FHC
923
First Horizon Corporation
Tennessee
$471K
WANY
924
Wealthspire Advisors (New York)
New York
$468K
CAI
925
Capital Advisors Inc
Oklahoma
$468K