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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
SWM
1076
SeaCrest Wealth Management
New York
$287K -$3.77K -21 -1%
Walleye Capital
1077
Walleye Capital
New York
$286K -$2.07M -11,489 -87%
CCFM
1078
Clear Creek Financial Management
Washington
$286K +$35.6K +198 +14%
BWA
1079
Basecamp Wealth Advisors
Washington
$285K +$41.9K +233 +17%
FWA
1080
FSM Wealth Advisors
Ohio
$285K -$29.3K -163 -9%
TC
1081
TFR Capital
Texas
$284K +$5.57K +31 +2%
BWA
1082
BlueSky Wealth Advisors
North Carolina
$284K +$294K +1,635 New
GWA
1083
Gratus Wealth Advisors
Virginia
$283K -$11.7K -65 -4%
DE
1084
Defiance ETFs
New York
$282K +$292K +1,623 New
GIA
1085
Gladstone Institutional Advisory
Florida
$281K +$18.5K +103 +7%
OFO
1086
OneAscent Family Office
Alabama
$281K +$64.2K +357 +28%
LJHT
1087
Laurie J. Hall Trustee
$279K
PHAM
1088
Palisades Hudson Asset Management
Florida
$279K
EB
1089
Eastern Bank
Massachusetts
$278K +$539 +3 +0.2%
EFG
1090
Everhart Financial Group
Ohio
$278K +$288K +1,602 New
SGWP
1091
Sun Group Wealth Partners
California
$278K -$24.8K -138 -8%
EL
1092
EWA LLC
Pennsylvania
$277K +$9.71K +54 +3%
MWM
1093
Modern Wealth Management
Kansas
$277K +$55.4K +308 +24%
IP
1094
Intellectus Partners
California
$275K +$49.4K +275 +21%
FFP
1095
FourThought Financial Partners
Florida
$274K +$10.6K +59 +4%
TWD
1096
True Wealth Design
Ohio
$273K +$227K +1,260 +403%
ASG
1097
Ariston Services Group
California
$272K -$210K -1,168 Closed
1CP
1098
1015 Capital Partners
Pennsylvania
$272K
AWM
1099
Ariadne Wealth Management
California
$271K +$56.8K +316 +25%
SPC
1100
Spirepoint Private Client
Florida
$271K -$267K -1,487 -49%