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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
GFL
1226
Granite FO LLC
New Hampshire
$208K
TWM
1227
TRB Wealth Management
Texas
$208K
TWP
1228
Tyche Wealth Partners
Texas
$208K
NFG
1229
Nations Financial Group
Iowa
$208K
CC
1230
Courier Capital
New York
$206K
CWP
1231
Curated Wealth Partners
California
$206K
WDC
1232
Woodward Diversified Capital
California
$205K
PWM
1233
Palumbo Wealth Management
New York
$205K
USCWA
1234
U.S. Capital Wealth Advisors
Texas
$205K
AFGAS
1235
Allegiance Financial Group Advisory Services
Virginia
$204K
CWM
1236
Cahaba Wealth Management
Georgia
$204K
BFWA
1237
Benchmark Financial Wealth Advisors
Florida
$204K
BMWS
1238
Brady Martz Wealth Solutions
North Dakota
$202K
HCM
1239
Hollencrest Capital Management
California
$201K
SWP
1240
Strategic Wealth Partners
Ohio
$197K
RMC
1241
Resources Management Corp
Connecticut
$195K
MG
1242
Mather Group
Illinois
$182K
MCM
1243
MV Capital Management
Maryland
$178K
BWL
1244
Bogart Wealth LLC
Virginia
$177K
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
CTC
1249
Central Trust Company
Missouri
$156K
EP
1250
Essential Partners
California
$151K