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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
AP
926
Advisortrust Partners
North Carolina
$465K
WPW
927
Warther Private Wealth
Ohio
$465K
RF
928
Rossby Financial
Florida
$465K
TCOT
929
Trust Company of Toledo
Ohio
$464K
CGIM
930
Capital Group Investment Management
Singapore
$464K
BWM
931
Bulltick Wealth Management
Florida
$459K
LAM
932
L2 Asset Management
Massachusetts
$459K
AA
933
Armis Advisers
Georgia
$456K
QWP
934
Quotient Wealth Partners
Texas
$456K
JCM
935
Jacobi Capital Management
Pennsylvania
$456K
BFIM
936
Beese Fulmer Investment Management
Ohio
$454K
BRM
937
Boston Research & Management
Massachusetts
$454K
LIM
938
Leavell Investment Management
Alabama
$452K
MK
939
MASTERINVEST Kapitalanlage
$450K
LGF
940
LGT Group Foundation
Liechtenstein
$450K
NO
941
Ninety One
South Africa
$449K
NF
942
Nvest Financial
New Hampshire
$448K
CWM
943
C2C Wealth Management
Arizona
$448K
MWM
944
Modera Wealth Management
New Jersey
$444K
WPA
945
West Paces Advisors
Georgia
$442K
HIMC
946
Heritage Investors Management Corp
Maryland
$440K
JAG
947
Journey Advisory Group
Kentucky
$437K
BCB
948
Brian C. Broderick
$434K
FWP
949
FAS Wealth Partners
Kansas
$433K
DWM
950
Drive Wealth Management
Utah
$432K