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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
MAM
976
Meeder Asset Management
Ohio
$389K
AIP
977
ARS Investment Partners
New York
$386K
VF
978
Vest Financial
Virginia
$386K
DWM
979
Destination Wealth Management
California
$386K
GPW
980
Genesis Private Wealth
Virginia
$385K
FC
981
Financial Consulate
Maryland
$383K
FIA
982
Foundations Investment Advisors
Arizona
$382K
WKWM
983
Walter & Keenan Wealth Management
Indiana
$381K
LC
984
Lawood & Co
Pennsylvania
$380K
MWM
985
Mosley Wealth Management
California
$378K
LFG
986
Lazard Frères Gestion
France
$377K
RBC
987
Roble Belko & Company
Pennsylvania
$376K
PWAM
988
Private Wealth Asset Management
Iowa
$373K
HI
989
Harbour Investments
Wisconsin
$372K
KA
990
Kearns & Associates
California
$372K
AP
991
Americana Partners
Texas
$370K
SFO
992
Stokes Family Office
Louisiana
$369K
CCWM
993
Cassaday & Co Wealth Management
Virginia
$366K
FCG
994
Fielder Capital Group
Tennessee
$365K
SHWM
995
Smith & Howard Wealth Management
Georgia
$364K
EHWM
996
Eads & Heald Wealth Management
Georgia
$364K
JIC
997
Joel Isaacson & Co
New York
$363K
CAM
998
Congress Asset Management
Massachusetts
$362K
MSCM
999
McElhenny Sheffield Capital Management
Texas
$359K
RIM
1000
Reliant Investment Management
Tennessee
$358K