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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
AP
926
Advisortrust Partners
North Carolina
$465K +$482K +2,681 New
WPW
927
Warther Private Wealth
Ohio
$465K -$3.42K -19 -0.7%
RF
928
Rossby Financial
Florida
$465K -$8.81K -49 -2%
TCOT
929
Trust Company of Toledo
Ohio
$464K -$319K -1,776 -40%
CGIM
930
Capital Group Investment Management
Singapore
$464K -$126K -703 -21%
BWM
931
Bulltick Wealth Management
Florida
$459K +$278K +1,546 +140%
LAM
932
L2 Asset Management
Massachusetts
$459K +$32.7K +182 +7%
AA
933
Armis Advisers
Georgia
$456K -$26.2K -146 -5%
QWP
934
Quotient Wealth Partners
Texas
$456K +$6.11K +34 +1%
JCM
935
Jacobi Capital Management
Pennsylvania
$456K +$17.3K +96 +4%
BFIM
936
Beese Fulmer Investment Management
Ohio
$454K +$471K +2,618 New
BRM
937
Boston Research & Management
Massachusetts
$454K
LIM
938
Leavell Investment Management
Alabama
$452K -$431K -2,399 -48%
MK
939
MASTERINVEST Kapitalanlage
$450K -$1.05M -5,842 -69%
LGF
940
LGT Group Foundation
Liechtenstein
$450K -$2.52K -14 -0.5%
NO
941
Ninety One
South Africa
$449K -$68K -378 -13%
NF
942
Nvest Financial
New Hampshire
$448K -$7.37K -41 -2%
CWM
943
C2C Wealth Management
Arizona
$448K
MWM
944
Modera Wealth Management
New Jersey
$444K +$125K +697 +37%
WPA
945
West Paces Advisors
Georgia
$442K -$417K -2,320 -48%
HIMC
946
Heritage Investors Management Corp
Maryland
$440K +$456K +2,535 New
JAG
947
Journey Advisory Group
Kentucky
$437K
BCB
948
Brian C. Broderick
$434K
FWP
949
FAS Wealth Partners
Kansas
$433K +$105K +586 +31%
DWM
950
Drive Wealth Management
Utah
$432K +$177K +987 +66%