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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
IA
1101
IFC Advisors
California
$271K +$3.6K +20 +1%
PFA
1102
Pure Financial Advisors
California
$271K -$227K -1,263 -45%
DJSG
1103
D.J. St. Germain
Massachusetts
$270K
PFM
1104
Patton Fund Management
Texas
$270K +$64.2K +357 +30%
KP
1105
Keel Point
Alabama
$270K -$100K -557 -26%
MSFP
1106
Mark Sheptoff Financial Planning
Connecticut
$269K
RP
1107
Riverwater Partners
Wisconsin
$269K -$75.7K -421 -21%
WG
1108
Wellington Group
Indiana
$268K
NCM
1109
Northside Capital Management
Oregon
$266K +$62.9K +350 +30%
FM
1110
Family Management
New York
$266K +$275K +1,532 New
CA
1111
Claro Advisors
Massachusetts
$266K -$719 -4 -0.3%
RWM
1112
Revisor Wealth Management
Ohio
$264K -$5.21K -29 -2%
IGAM
1113
iA Global Asset Management
Quebec, Canada
$264K
MAM
1114
Mainsail Asset Management
Alabama
$262K +$272K +1,512 New
SGWM
1115
Sterling Group Wealth Management
California
$262K +$37.6K +209 +16%
1WM
1116
1900 Wealth Management
Texas
$261K +$271K +1,506 New
EW
1117
Expressive Wealth
Illinois
$261K +$286K +1,590 New
JESC
1118
J.E. Simmons & Co
Texas
$261K -$3.96K -22 -1%
JWWM
1119
Johnson & White Wealth Management
Pennsylvania
$260K
YIM
1120
Yoffe Investment Management
Pennsylvania
$260K
SFS
1121
Stiles Financial Services
Minnesota
$260K -$6.83K -38 -2%
RMCM
1122
Reynders McVeigh Capital Management
Massachusetts
$260K -$33.3K -185 -11%
NI
1123
Natural Investments
California
$259K +$180 +1 +0.1%
NS
1124
NBC Securities
Alabama
$258K -$2.52K -14 -0.9%
AFT
1125
Alpha Family Trust
California
$258K +$267K +1,485 New