We are live on ! Find out more
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
VV
1026
Verity & Verity
South Carolina
$330K
CC
1027
Carlson Capital
Texas
$330K
Simplex Trading
1028
Simplex Trading
Illinois
$328K
SF
1029
Sun Financial
Utah
$328K
APW
1030
Acima Private Wealth
Virginia
$326K
AA
1031
Alta Advisers
United Kingdom
$326K
LWCFA
1032
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$325K
TWA
1033
Talisman Wealth Advisors
New Jersey
$324K
GSEP
1034
Golden State Equity Partners
California
$324K
CAMG
1035
CWA Asset Management Group
Florida
$324K
M
1036
MATAURO
New York
$323K
VCP
1037
Verus Capital Partners
Arizona
$322K
DAS
1038
Dynamic Advisor Solutions
Arizona
$320K
NWM
1039
Northwest Wealth Management
Iowa
$319K
Koshinski Asset Management
1040
Koshinski Asset Management
Illinois
$318K
MW
1041
MBL Wealth
North Carolina
$317K
FMP
1042
Financial Management Professionals
Texas
$315K
TYCC
1043
Texas Yale Capital Corp
Florida
$314K
EFM
1044
E Fund Management
China
$314K
CCA
1045
Childress Capital Advisors
Texas
$314K
CA
1046
Cornerstone Advisory
Maryland
$311K
DA
1047
Dillon & Associates
Michigan
$311K
AWM
1048
Avior Wealth Management
Nebraska
$311K
SFC
1049
SYM Financial Corp
Indiana
$310K
NFC
1050
Northstar Financial Companies
Pennsylvania
$310K