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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
VCM
1176
Versant Capital Management
Arizona
$232K +$53.4K +297 +29%
OL
1177
OneFund LLC
Florida
$231K -$3.96K -22 -2%
CFO
1178
CVA Family Office
Colorado
$231K +$69.6K +387 +41%
IP
1179
Indivisible Partners
Florida
$230K -$64.7K -360 -21%
PW
1180
PUREfi Wealth
Massachusetts
$230K -$369K -2,054 -61%
IAIM
1181
International Assets Investment Management
Florida
$228K -$16.2K -90 -6%
ANTB
1182
AMG National Trust Bank
Colorado
$228K -$214K -1,192 -48%
IAAG
1183
Innovative Asset Advisors Group
Connecticut
$228K +$236K +1,313 New
FNT
1184
First Nebraska Trust
Nebraska
$226K +$10.8K +60 +5%
SW
1185
SlateStone Wealth
Florida
$226K -$43.9K -244 -16%
MCCP
1186
Mission Creek Capital Partners
California
$225K -$18K -100 -7%
MPI
1187
Mairs & Power Inc
Minnesota
$225K -$10.1K -56 -4%
BB
1188
Busey Bank
Illinois
$224K -$9.89K -55 -4%
CWM
1189
Cornerstone Wealth Management
Missouri
$224K +$719 +4 +0.3%
EA
1190
Everpar Advisors
Oklahoma
$223K -$79.5K -442 -26%
ONB
1191
Old National Bancorp
Indiana
$222K -$7.19K -40 -3%
CCP
1192
Caden Capital Partners
California
$222K +$129K +717 +128%
NPA
1193
Nichols & Pratt Advisers
Massachusetts
$221K
SEIA
1194
Signature Estate & Investment Advisors
California
$221K -$5.93K -33 -3%
FFA
1195
Founders Financial Alliance
North Carolina
$221K +$229K +1,272 New
WPWM
1196
Western Pacific Wealth Management
Illinois
$220K +$228K +1,270 New
PCP
1197
Proficio Capital Partners
Massachusetts
$220K -$6.83K -38 -3%
PL
1198
Parthenon LLC
Kentucky
$220K
VCA
1199
Verdence Capital Advisors
Maryland
$220K -$382K -2,122 -63%
EHC
1200
Everett Harris & Co
California
$219K -$28.4K -158 -11%