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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
IA
1101
IFC Advisors
California
$271K
PFA
1102
Pure Financial Advisors
California
$271K
DJSG
1103
D.J. St. Germain
Massachusetts
$270K
PFM
1104
Patton Fund Management
Texas
$270K
KP
1105
Keel Point
Alabama
$270K
MSFP
1106
Mark Sheptoff Financial Planning
Connecticut
$269K
RP
1107
Riverwater Partners
Wisconsin
$269K
WG
1108
Wellington Group
Indiana
$268K
NCM
1109
Northside Capital Management
Oregon
$266K
FM
1110
Family Management
New York
$266K
CA
1111
Claro Advisors
Massachusetts
$266K
RWM
1112
Revisor Wealth Management
Ohio
$264K
IGAM
1113
iA Global Asset Management
Quebec, Canada
$264K
MAM
1114
Mainsail Asset Management
Alabama
$262K
SGWM
1115
Sterling Group Wealth Management
California
$262K
1WM
1116
1900 Wealth Management
Texas
$261K
EW
1117
Expressive Wealth
Illinois
$261K
JESC
1118
J.E. Simmons & Co
Texas
$261K
JWWM
1119
Johnson & White Wealth Management
Pennsylvania
$260K
YIM
1120
Yoffe Investment Management
Pennsylvania
$260K
SFS
1121
Stiles Financial Services
Minnesota
$260K
RMCM
1122
Reynders McVeigh Capital Management
Massachusetts
$260K
NI
1123
Natural Investments
California
$259K
NS
1124
NBC Securities
Alabama
$258K
AFT
1125
Alpha Family Trust
California
$258K