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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
VV
1026
Verity & Verity
South Carolina
$330K +$18K +100 +6%
CC
1027
Carlson Capital
Texas
$330K +$342K +1,900 New
Simplex Trading
1028
Simplex Trading
Illinois
$328K -$523K -2,910 -61%
SF
1029
Sun Financial
Utah
$328K -$22.5K -125 -6%
APW
1030
Acima Private Wealth
Virginia
$326K -$6.47K -36 -2%
AA
1031
Alta Advisers
United Kingdom
$326K
LWCFA
1032
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$325K
TWA
1033
Talisman Wealth Advisors
New Jersey
$324K -$9.17K -51 -3%
GSEP
1034
Golden State Equity Partners
California
$324K +$124K +692 +59%
CAMG
1035
CWA Asset Management Group
Florida
$324K -$116K -644 -26%
M
1036
MATAURO
New York
$323K -$157K -872 -32%
VCP
1037
Verus Capital Partners
Arizona
$322K +$334K +1,857 New
DAS
1038
Dynamic Advisor Solutions
Arizona
$320K +$25.4K +141 +8%
NWM
1039
Northwest Wealth Management
Iowa
$319K +$331K +1,842 New
Koshinski Asset Management
1040
Koshinski Asset Management
Illinois
$318K +$87.2K +485 +36%
MW
1041
MBL Wealth
North Carolina
$317K +$328K +1,825 New
FMP
1042
Financial Management Professionals
Texas
$315K +$4.85K +27 +2%
TYCC
1043
Texas Yale Capital Corp
Florida
$314K +$87.2K +485 +37%
EFM
1044
E Fund Management
China
$314K +$325K +1,810 New
CCA
1045
Childress Capital Advisors
Texas
$314K +$8.63K +48 +3%
CA
1046
Cornerstone Advisory
Maryland
$311K -$33.4K -186 -9%
DA
1047
Dillon & Associates
Michigan
$311K
AWM
1048
Avior Wealth Management
Nebraska
$311K +$12.9K +72 +4%
SFC
1049
SYM Financial Corp
Indiana
$310K +$68.1K +379 +27%
NFC
1050
Northstar Financial Companies
Pennsylvania
$310K -$30K -167 -9%