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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
AWE
1201
Avidian Wealth Enterprises
Texas
$219K
WWC
1202
Waypoint Wealth Counsel
Georgia
$219K
LAM
1203
Lewis Asset Management
California
$218K
KC
1204
Kinloch Capital
Virginia
$217K
MEG
1205
Millstone Evans Group
Colorado
$217K
MA
1206
MJP Associates
Connecticut
$217K
VRM
1207
Vectors Research Management
New York
$217K
OWA
1208
Opal Wealth Advisors
New York
$215K
ISFAN
1209
Investor's Fiduciary Advisor Network
Washington
$214K
BW
1210
BIP Wealth
Georgia
$214K
GCA
1211
Genesee Capital Advisors
New York
$214K
SFGM
1212
Stonebridge Financial Group (Missouri)
Missouri
$213K
AA
1213
Ancora Advisors
Ohio
$212K
EP
1214
Edgestream Partners
New Jersey
$212K
FWP
1215
Falcon Wealth Planning
California
$212K
SWASL
1216
Spartan Wealth Advisory Services LLC
Michigan
$212K
PPWM
1217
Paragon Private Wealth Management
Kentucky
$212K
NPF
1218
Norris Perne & French
Michigan
$212K
RFP
1219
Root Financial Partners
California
$211K
CA
1220
COFG Advisors
Illinois
$210K
NEPPG
1221
New England Professional Planning Group
Rhode Island
$210K
DWAM
1222
Duncan Williams Asset Management
Tennessee
$209K
ACC
1223
Acorn Creek Capital
Colorado
$209K
DWA
1224
Douglass Winthrop Advisors
New York
$208K
DI
1225
Diligent Investors
California
$208K