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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
MAM
976
Meeder Asset Management
Ohio
$389K +$383K +2,129 +1,868%
AIP
977
ARS Investment Partners
New York
$386K
VF
978
Vest Financial
Virginia
$386K +$53.2K +296 +15%
DWM
979
Destination Wealth Management
California
$386K -$41.5K -231 -9%
GPW
980
Genesis Private Wealth
Virginia
$385K +$130K +721 +48%
FC
981
Financial Consulate
Maryland
$383K -$1.44K -8 -0.4%
FIA
982
Foundations Investment Advisors
Arizona
$382K +$46.4K +258 +13%
WKWM
983
Walter & Keenan Wealth Management
Indiana
$381K -$2.52K -14 -0.6%
LC
984
Lawood & Co
Pennsylvania
$380K
MWM
985
Mosley Wealth Management
California
$378K
LFG
986
Lazard Frères Gestion
France
$377K +$391K +2,177 New
RBC
987
Roble Belko & Company
Pennsylvania
$376K -$51.2K -285 -12%
PWAM
988
Private Wealth Asset Management
Iowa
$373K +$63.6K +354 +20%
HI
989
Harbour Investments
Wisconsin
$372K +$159K +883 +70%
KA
990
Kearns & Associates
California
$372K -$129K -715 -25%
AP
991
Americana Partners
Texas
$370K +$384K +2,136 New
SFO
992
Stokes Family Office
Louisiana
$369K -$123K -683 -24%
CCWM
993
Cassaday & Co Wealth Management
Virginia
$366K -$5.21K -29 -1%
FCG
994
Fielder Capital Group
Tennessee
$365K +$5.21K +29 +1%
SHWM
995
Smith & Howard Wealth Management
Georgia
$364K
EHWM
996
Eads & Heald Wealth Management
Georgia
$364K -$10.8K -60 -3%
JIC
997
Joel Isaacson & Co
New York
$363K +$1.26K +7 +0.3%
CAM
998
Congress Asset Management
Massachusetts
$362K
MSCM
999
McElhenny Sheffield Capital Management
Texas
$359K +$1.8K +10 +0.5%
RIM
1000
Reliant Investment Management
Tennessee
$358K