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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
SWM
1076
SeaCrest Wealth Management
New York
$287K
Walleye Capital
1077
Walleye Capital
New York
$286K
CCFM
1078
Clear Creek Financial Management
Washington
$286K
BWA
1079
Basecamp Wealth Advisors
Washington
$285K
FWA
1080
FSM Wealth Advisors
Ohio
$285K
TC
1081
TFR Capital
Texas
$284K
BWA
1082
BlueSky Wealth Advisors
North Carolina
$284K
GWA
1083
Gratus Wealth Advisors
Virginia
$283K
DE
1084
Defiance ETFs
New York
$282K
GIA
1085
Gladstone Institutional Advisory
Florida
$281K
OFO
1086
OneAscent Family Office
Alabama
$281K
LJHT
1087
Laurie J. Hall Trustee
$279K
PHAM
1088
Palisades Hudson Asset Management
Florida
$279K
EB
1089
Eastern Bank
Massachusetts
$278K
EFG
1090
Everhart Financial Group
Ohio
$278K
SGWP
1091
Sun Group Wealth Partners
California
$278K
EL
1092
EWA LLC
Pennsylvania
$277K
MWM
1093
Modern Wealth Management
Kansas
$277K
IP
1094
Intellectus Partners
California
$275K
FFP
1095
FourThought Financial Partners
Florida
$274K
TWD
1096
True Wealth Design
Ohio
$273K
ASG
1097
Ariston Services Group
California
$272K
1CP
1098
1015 Capital Partners
Pennsylvania
$272K
AWM
1099
Ariadne Wealth Management
California
$271K
SPC
1100
Spirepoint Private Client
Florida
$271K