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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
GFL
1226
Granite FO LLC
New Hampshire
$208K
TWM
1227
TRB Wealth Management
Texas
$208K +$216K +1,200 New
TWP
1228
Tyche Wealth Partners
Texas
$208K +$3.96K +22 +2%
NFG
1229
Nations Financial Group
Iowa
$208K +$8.99K +50 +4%
CC
1230
Courier Capital
New York
$206K -$1.27M -7,091 -86%
CWP
1231
Curated Wealth Partners
California
$206K -$139K -771 -39%
WDC
1232
Woodward Diversified Capital
California
$205K -$719 -4 -0.3%
PWM
1233
Palumbo Wealth Management
New York
$205K +$3.42K +19 +2%
USCWA
1234
U.S. Capital Wealth Advisors
Texas
$205K +$213K +1,182 New
AFGAS
1235
Allegiance Financial Group Advisory Services
Virginia
$204K +$212K +1,179 New
CWM
1236
Cahaba Wealth Management
Georgia
$204K -$16K -89 -7%
BFWA
1237
Benchmark Financial Wealth Advisors
Florida
$204K -$360 -2 -0.2%
BMWS
1238
Brady Martz Wealth Solutions
North Dakota
$202K +$209K +1,163 New
HCM
1239
Hollencrest Capital Management
California
$201K
SWP
1240
Strategic Wealth Partners
Ohio
$197K +$719 +4 +0.4%
RMC
1241
Resources Management Corp
Connecticut
$195K
MG
1242
Mather Group
Illinois
$182K -$45.7K -254 -19%
MCM
1243
MV Capital Management
Maryland
$178K +$1.08K +6 +0.6%
BWL
1244
Bogart Wealth LLC
Virginia
$177K +$7.91K +44 +5%
PAM
1245
Paradigm Asset Management
New York
$173K
OWP
1246
ORG Wealth Partners
Texas
$166K
DMIC
1247
Dixon Mitchell Investment Counsel
British Columbia, Canada
$164K
TSMHT
1248
Thurston Springer Miller Herd & Titak
Indiana
$159K -$276K -1,535 -63%
CTC
1249
Central Trust Company
Missouri
$156K +$22.3K +124 +16%
EP
1250
Essential Partners
California
$151K -$59K -328 -27%