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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
NL
1126
NWAM LLC
Washington
$257K -$87.7K -488 -25%
DOA
1127
D'Orazio & Associates
Virginia
$256K -$1.44K -8 -0.5%
AO
1128
Advisor OS
Illinois
$256K +$265K +1,475 New
PP
1129
PFS Partners
New Jersey
$255K +$180 +1 +0.1%
DA
1130
Detalus Advisors
Missouri
$254K -$20.3K -113 -7%
IIL
1131
Income Insurance Ltd
$254K
HTC
1132
Haverford Trust Company
Pennsylvania
$253K +$46.2K +257 +21%
BWM
1133
Baron Wealth Management
Michigan
$252K +$66.9K +372 +34%
BRWA
1134
B. Riley Wealth Advisors
Florida
$252K -$1.98K -11 -0.8%
CA
1135
Continuum Advisory
Idaho
$252K +$13.1K +73 +5%
Fayez Sarofim & Co
1136
Fayez Sarofim & Co
Texas
$252K
KCP
1137
Kera Capital Partners
California
$251K +$260K +1,447 New
FWP
1138
Flatrock Wealth Partners
California
$250K +$260K +1,444 New
CWG
1139
Cornerstone Wealth Group
North Carolina
$250K +$44.6K +248 +22%
DW30
1140
Drucker Wealth 3.0
New Jersey
$250K -$13.8K -77 -5%
CFO
1141
Cambient Family Office
Michigan
$250K -$9.89K -55 -4%
RCA
1142
Resonant Capital Advisors
Wisconsin
$249K +$259K +1,438 New
RRAM
1143
River Road Asset Management
Kentucky
$249K +$258K +1,437 New
BI
1144
Bolthouse Investments
California
$249K
WS
1145
Wedbush Securities
California
$249K -$4.67K -26 -2%
TA
1146
TFB Advisors
Kansas
$249K -$17.3K -96 -6%
HWA
1147
HCR Wealth Advisors
California
$249K +$2.88K +16 +1%
SIM
1148
Synergy Investment Management
Florida
$248K +$719 +4 +0.3%
CAM
1149
Carret Asset Management
New York
$248K
MLRA
1150
Main Line Retirement Advisors
Montana
$247K +$180 +1 +0.1%