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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
AWC
1001
Abundance Wealth Counselors
Pennsylvania
$354K +$367K +2,042 New
FFO
1002
Fiduciary Family Office
Florida
$354K +$115K +640 +46%
Fisher Asset Management
1003
Fisher Asset Management
Washington
$353K -$25.2K -140 -6%
GM
1004
GeoWealth Management
Illinois
$353K +$77.3K +430 +27%
Federated Hermes
1005
Federated Hermes
Pennsylvania
$353K -$10.8K -60 -3%
MIM
1006
Merrion Investment Management
New Jersey
$352K
SWM
1007
Stockman Wealth Management
Montana
$352K -$2.7K -15 -0.7%
RSWM
1008
Robertson Stephens Wealth Management
California
$350K +$5.03K +28 +1%
PCM
1009
Parsons Capital Management
Rhode Island
$349K -$87.2K -485 -19%
WCM
1010
Wallace Capital Management
Texas
$349K
AWA
1011
AGH Wealth Advisors
Kansas
$347K +$44.4K +247 +14%
VAG
1012
VisionPoint Advisory Group
Texas
$347K +$16.4K +91 +5%
HCM
1013
Hutchinson Capital Management
California
$347K +$180 +1 +0.1%
SCI
1014
S&CO Inc
Massachusetts
$346K
HIP
1015
HUB Investment Partners
Texas
$345K +$14.9K +83 +4%
RMDI
1016
R.M. Davis Inc
Maine
$345K +$67.1K +373 +23%
PVI
1017
Pine Valley Investments
New Jersey
$345K +$10.1K +56 +3%
AF
1018
Atala Financial
California
$344K +$126K +700 +55%
SPC
1019
Sigma Planning Corp
Michigan
$343K -$94.6K -526 -21%
TNA
1020
True North Advisors
Texas
$340K +$144K +803 +70%
CFG
1021
CKW Financial Group
Hawaii
$337K +$1.08K +6 +0.3%
GAM
1022
GEM Asset Management
Michigan
$335K -$719 -4 -0.2%
HCM
1023
Howard Capital Management
Georgia
$333K -$372K -2,071 -52%
OL
1024
Optas LLC
Texas
$332K +$15.1K +84 +5%
IP
1025
Ignite Planners
California
$331K +$34.2K +190 +11%