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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
AWC
1001
Abundance Wealth Counselors
Pennsylvania
$354K
FFO
1002
Fiduciary Family Office
Florida
$354K
Fisher Asset Management
1003
Fisher Asset Management
Washington
$353K
GM
1004
GeoWealth Management
Illinois
$353K
Federated Hermes
1005
Federated Hermes
Pennsylvania
$353K
MIM
1006
Merrion Investment Management
New Jersey
$352K
SWM
1007
Stockman Wealth Management
Montana
$352K
RSWM
1008
Robertson Stephens Wealth Management
California
$350K
PCM
1009
Parsons Capital Management
Rhode Island
$349K
WCM
1010
Wallace Capital Management
Texas
$349K
AWA
1011
AGH Wealth Advisors
Kansas
$347K
VAG
1012
VisionPoint Advisory Group
Texas
$347K
HCM
1013
Hutchinson Capital Management
California
$347K
SCI
1014
S&CO Inc
Massachusetts
$346K
HIP
1015
HUB Investment Partners
Texas
$345K
RMDI
1016
R.M. Davis Inc
Maine
$345K
PVI
1017
Pine Valley Investments
New Jersey
$345K
AF
1018
Atala Financial
California
$344K
SPC
1019
Sigma Planning Corp
Michigan
$343K
TNA
1020
True North Advisors
Texas
$340K
CFG
1021
CKW Financial Group
Hawaii
$337K
GAM
1022
GEM Asset Management
Michigan
$335K
HCM
1023
Howard Capital Management
Georgia
$333K
OL
1024
Optas LLC
Texas
$332K
IP
1025
Ignite Planners
California
$331K