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

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
TM
1151
TigerOak Management
New Mexico
$246K
FBB
1152
Fulton Breakefield Broenniman
Maryland
$246K
GA
1153
Goldstein Advisors
Wisconsin
$246K
PFBT
1154
Parkside Financial Bank & Trust
Missouri
$245K
CWP
1155
Capital Wealth Planning
Florida
$244K
SG
1156
StoneX Group
New York
$244K
FDCP
1157
Foster Dykema Cabot & Partners
Massachusetts
$243K
KFC
1158
Klingenstein Fields & Co
New York
$243K
DT
1159
DV Trading
Illinois
$243K
SWA
1160
Sax Wealth Advisors
New Jersey
$241K
CH
1161
Cromwell Holdings
Wyoming
$241K
ESB
1162
Essex Savings Bank
Connecticut
$241K
PWMG
1163
Prestige Wealth Management Group
New Jersey
$241K
SWM
1164
Sendero Wealth Management
Texas
$240K
BCG
1165
Breakwater Capital Group
New Jersey
$240K
EV
1166
EJMK Ventures
Illinois
$239K
LAS
1167
Legacy Advisory Services
Pennsylvania
$239K
BONH
1168
Bank of New Hampshire
New Hampshire
$238K
BL
1169
BFSG LLC
California
$235K
TL
1170
Tradewinds LLC
North Carolina
$235K
TWA
1171
TCI Wealth Advisors
Arizona
$234K
RHJA
1172
Rice Hall James & Associates
California
$234K
OWA
1173
Outlook Wealth Advisors
Texas
$234K
SWM
1174
Stronghold Wealth Management
Florida
$234K
FMII
1175
Farmers & Merchants Investments Inc
Nebraska
$232K