We are live on ! Find out more
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
TM
1151
TigerOak Management
New Mexico
$246K -$2.52K -14 -1%
FBB
1152
Fulton Breakefield Broenniman
Maryland
$246K -$233K -1,296 -48%
GA
1153
Goldstein Advisors
Wisconsin
$246K +$27.3K +152 +12%
PFBT
1154
Parkside Financial Bank & Trust
Missouri
$245K +$15.3K +85 +6%
CWP
1155
Capital Wealth Planning
Florida
$244K +$1.26K +7 +0.5%
SG
1156
StoneX Group
New York
$244K -$64K -356 -20%
FDCP
1157
Foster Dykema Cabot & Partners
Massachusetts
$243K
KFC
1158
Klingenstein Fields & Co
New York
$243K
DT
1159
DV Trading
Illinois
$243K +$252K +1,400 New
SWA
1160
Sax Wealth Advisors
New Jersey
$241K -$27K -150 -10%
CH
1161
Cromwell Holdings
Wyoming
$241K
ESB
1162
Essex Savings Bank
Connecticut
$241K +$3.42K +19 +1%
PWMG
1163
Prestige Wealth Management Group
New Jersey
$241K -$2.52K -14 -1%
SWM
1164
Sendero Wealth Management
Texas
$240K +$249K +1,384 New
BCG
1165
Breakwater Capital Group
New Jersey
$240K -$2.34K -13 -0.9%
EV
1166
EJMK Ventures
Illinois
$239K -$53.8K -299 -18%
LAS
1167
Legacy Advisory Services
Pennsylvania
$239K +$1.26K +7 +0.5%
BONH
1168
Bank of New Hampshire
New Hampshire
$238K
BL
1169
BFSG LLC
California
$235K +$237K +1,318 +3,379%
TL
1170
Tradewinds LLC
North Carolina
$235K +$3.06K +17 +1%
TWA
1171
TCI Wealth Advisors
Arizona
$234K -$35.8K -199 -13%
RHJA
1172
Rice Hall James & Associates
California
$234K
OWA
1173
Outlook Wealth Advisors
Texas
$234K +$1.8K +10 +0.7%
SWM
1174
Stronghold Wealth Management
Florida
$234K +$5.75K +32 +2%
FMII
1175
Farmers & Merchants Investments Inc
Nebraska
$232K