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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
WC
1051
Waterloo Capital
Texas
$309K +$320K +1,781 New
NHT
1052
New Hampshire Trust
New Hampshire
$308K
CFP
1053
Catalyst Financial Partners
Massachusetts
$305K +$15.1K +84 +5%
SAM
1054
Summit Asset Management
Tennessee
$305K +$180 +1 +0.1%
SF
1055
Symphony Financial
Texas
$304K +$315K +1,752 New
KFA
1056
Kelleher Financial Advisors
New York
$302K -$13.5K -75 -4%
UB
1057
Umpqua Bank
Oregon
$301K +$15.3K +85 +5%
FMLI
1058
Fukoku Mutual Life Insurance
Japan
$300K
CCP
1059
Clarkston Capital Partners
Michigan
$299K -$89.9K -500 -22%
GWANC
1060
Guardian Wealth Advisors (North Carolina)
North Carolina
$299K -$83.6K -465 -21%
EFA
1061
Evernest Financial Advisors
Indiana
$299K -$24.5K -136 -7%
TW
1062
Tempo Wealth
Ohio
$299K -$2.52K -14 -0.8%
TBA
1063
Tower Bridge Advisors
Pennsylvania
$298K -$36K -200 -10%
LWA
1064
LifeGoal Wealth Advisors
New York
$296K +$310K +1,725 New
SI
1065
Sava Infond
Slovenia
$295K +$162K +900 +113%
RA
1066
Riversedge Advisors
Delaware
$295K +$305K +1,698 New
MWA
1067
Meridian Wealth Advisors
Texas
$294K +$6.83K +38 +2%
DE
1068
Diversified Enterprises
Delaware
$293K +$80.2K +446 +36%
AHB
1069
Abner Herrman & Brock
New Jersey
$293K
SGCM
1070
Sanchez Gaunt Capital Management
Nevada
$293K +$303K +1,688 New
MFA
1071
Mayflower Financial Advisors
Massachusetts
$292K -$38.7K -215 -11%
HWP
1072
Hibernia Wealth Partners
Louisiana
$290K +$9.53K +53 +3%
B
1073
Bailard
California
$289K +$719 +4 +0.2%
WPW
1074
Waldron Private Wealth
Pennsylvania
$288K +$6.29K +35 +2%
IP
1075
Investment Partners
Ohio
$288K