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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
IAS
951
Insigneo Advisory Services
Florida
$431K -$95.5K -531 -18%
MA
952
Montag & Associates
Georgia
$429K
AC
953
Avestar Capital
New York
$426K +$234K +1,299 +112%
AWM
954
Aprio Wealth Management
Georgia
$425K +$126K +703 +40%
CWM
955
Calamos Wealth Management
Illinois
$425K +$44.4K +247 +11%
TWM
956
Thrive Wealth Management
Pennsylvania
$423K -$67.1K -373 -13%
AWM
957
Aberdeen Wealth Management
Illinois
$423K
QFW
958
QTR Family Wealth
Florida
$418K +$184K +1,021 +73%
PCS
959
Personal CFO Solutions
New Jersey
$417K -$44.8K -249 -9%
TC
960
Trust Company
Kansas
$416K
MC
961
Moors & Cabot
Massachusetts
$415K -$87.7K -488 -17%
GBT
962
Grove Bank & Trust
Florida
$411K +$222K +1,235 +109%
CPA
963
Capital Planning Advisors
California
$410K -$3.09M -17,180 -88%
PIA
964
Powell Investment Advisors
Florida
$409K
PCIA
965
Prime Capital Investment Advisors
Kansas
$409K -$55K -306 -11%
SC
966
Sapient Capital
Indiana
$406K +$183K +1,018 +77%
PA
967
Procyon Advisors
Connecticut
$401K +$6.29K +35 +2%
CIA
968
Caerus Investment Advisors
Texas
$400K +$77.8K +433 +23%
G
969
GenTrust
Florida
$399K +$414K +2,303 New
GWM
970
Goldenstone Wealth Management
California
$398K
FWM
971
Foguth Wealth Management
Michigan
$395K -$1.26K -7 -0.3%
UB
972
UMB Bank
Missouri
$395K -$142K -790 -26%
FMI
973
Frec Markets Inc
California
$394K +$6.65K +37 +2%
CAG
974
Csenge Advisory Group
Florida
$392K -$58.1K -323 -13%
AT
975
Avalon Trust
New Mexico
$389K -$13.3K -74 -3%