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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
WC
1051
Waterloo Capital
Texas
$309K
NHT
1052
New Hampshire Trust
New Hampshire
$308K
CFP
1053
Catalyst Financial Partners
Massachusetts
$305K
SAM
1054
Summit Asset Management
Tennessee
$305K
SF
1055
Symphony Financial
Texas
$304K
KFA
1056
Kelleher Financial Advisors
New York
$302K
UB
1057
Umpqua Bank
Oregon
$301K
FMLI
1058
Fukoku Mutual Life Insurance
Japan
$300K
CCP
1059
Clarkston Capital Partners
Michigan
$299K
GWANC
1060
Guardian Wealth Advisors (North Carolina)
North Carolina
$299K
EFA
1061
Evernest Financial Advisors
Indiana
$299K
TW
1062
Tempo Wealth
Ohio
$299K
TBA
1063
Tower Bridge Advisors
Pennsylvania
$298K
LWA
1064
LifeGoal Wealth Advisors
New York
$296K
SI
1065
Sava Infond
Slovenia
$295K
RA
1066
Riversedge Advisors
Delaware
$295K
MWA
1067
Meridian Wealth Advisors
Texas
$294K
DE
1068
Diversified Enterprises
Delaware
$293K
AHB
1069
Abner Herrman & Brock
New Jersey
$293K
SGCM
1070
Sanchez Gaunt Capital Management
Nevada
$293K
MFA
1071
Mayflower Financial Advisors
Massachusetts
$292K
HWP
1072
Hibernia Wealth Partners
Louisiana
$290K
B
1073
Bailard
California
$289K
WPW
1074
Waldron Private Wealth
Pennsylvania
$288K
IP
1075
Investment Partners
Ohio
$288K