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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
NL
1126
NWAM LLC
Washington
$257K
DOA
1127
D'Orazio & Associates
Virginia
$256K
AO
1128
Advisor OS
Illinois
$256K
PP
1129
PFS Partners
New Jersey
$255K
DA
1130
Detalus Advisors
Missouri
$254K
IIL
1131
Income Insurance Ltd
$254K
HTC
1132
Haverford Trust Company
Pennsylvania
$253K
BWM
1133
Baron Wealth Management
Michigan
$252K
BRWA
1134
B. Riley Wealth Advisors
Florida
$252K
CA
1135
Continuum Advisory
Idaho
$252K
Fayez Sarofim & Co
1136
Fayez Sarofim & Co
Texas
$252K
KCP
1137
Kera Capital Partners
California
$251K
FWP
1138
Flatrock Wealth Partners
California
$250K
CWG
1139
Cornerstone Wealth Group
North Carolina
$250K
DW30
1140
Drucker Wealth 3.0
New Jersey
$250K
CFO
1141
Cambient Family Office
Michigan
$250K
RCA
1142
Resonant Capital Advisors
Wisconsin
$249K
RRAM
1143
River Road Asset Management
Kentucky
$249K
BI
1144
Bolthouse Investments
California
$249K
WS
1145
Wedbush Securities
California
$249K
TA
1146
TFB Advisors
Kansas
$249K
HWA
1147
HCR Wealth Advisors
California
$249K
SIM
1148
Synergy Investment Management
Florida
$248K
CAM
1149
Carret Asset Management
New York
$248K
MLRA
1150
Main Line Retirement Advisors
Montana
$247K