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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
AWE
1201
Avidian Wealth Enterprises
Texas
$219K -$12.6K -70 -5%
WWC
1202
Waypoint Wealth Counsel
Georgia
$219K -$107K -593 -32%
LAM
1203
Lewis Asset Management
California
$218K
KC
1204
Kinloch Capital
Virginia
$217K -$2.34K -13 -1%
MEG
1205
Millstone Evans Group
Colorado
$217K
MA
1206
MJP Associates
Connecticut
$217K +$225K +1,250 New
VRM
1207
Vectors Research Management
New York
$217K -$1.74M -9,660 -89%
OWA
1208
Opal Wealth Advisors
New York
$215K +$899 +5 +0.4%
ISFAN
1209
Investor's Fiduciary Advisor Network
Washington
$214K +$223K +1,239 New
BW
1210
BIP Wealth
Georgia
$214K +$19.1K +106 +9%
GCA
1211
Genesee Capital Advisors
New York
$214K -$36.7K -204 -14%
SFGM
1212
Stonebridge Financial Group (Missouri)
Missouri
$213K -$2.88K -16 -1%
AA
1213
Ancora Advisors
Ohio
$212K -$12.4K -69 -5%
EP
1214
Edgestream Partners
New Jersey
$212K -$1.7M -9,478 -89%
FWP
1215
Falcon Wealth Planning
California
$212K +$220K +1,224 New
SWASL
1216
Spartan Wealth Advisory Services LLC
Michigan
$212K +$220K +1,222 New
PPWM
1217
Paragon Private Wealth Management
Kentucky
$212K +$10.6K +59 +5%
NPF
1218
Norris Perne & French
Michigan
$212K -$96.4K -536 -31%
RFP
1219
Root Financial Partners
California
$211K +$123K +684 +128%
CA
1220
COFG Advisors
Illinois
$210K -$8.81K -49 -4%
NEPPG
1221
New England Professional Planning Group
Rhode Island
$210K
DWAM
1222
Duncan Williams Asset Management
Tennessee
$209K +$180 +1 +0.1%
ACC
1223
Acorn Creek Capital
Colorado
$209K -$20.9K -116 -9%
DWA
1224
Douglass Winthrop Advisors
New York
$208K -$91.3K -508 -30%
DI
1225
Diligent Investors
California
$208K