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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
PPC
1251
Park Place Capital
Alabama
$147K +$18.3K +102 +14%
QC
1252
Quent Capital
New York
$146K +$2.34K +13 +2%
AF
1253
Advisornet Financial
Minnesota
$144K -$66K -367 -31%
VC
1254
Vestor Capital
Illinois
$139K -$30.9K -172 -18%
CFG
1255
Clayton Financial Group
Missouri
$139K +$1.8K +10 +1%
KC
1256
Knuff & Co
California
$135K +$140K +780 New
DWP
1257
Destiny Wealth Partners
Florida
$130K +$134K +748 New
HWA
1258
HHM Wealth Advisors
Tennessee
$128K +$13.3K +74 +11%
Optiver Holding
1259
Optiver Holding
Netherlands
$127K +$132K +732 New
TFA
1260
Transamerica Financial Advisors
Florida
$124K +$61.8K +344 +93%
IBOK
1261
Independence Bank of Kentucky
Kentucky
$123K -$1.8K -10 -1%
LC
1262
Lavaca Capital
Texas
$121K
CT
1263
Clearstead Trust
Maine
$116K +$13.5K +75 +13%
WTA
1264
Washington Trust Advisors
Massachusetts
$115K +$11.5K +64 +11%
BW
1265
Basepoint Wealth
Iowa
$109K +$719 +4 +0.6%
FAMI
1266
Fideuram Asset Management (Ireland)
$108K -$856K -4,764 -88%
TFIPS
1267
Towarzystwo Funduszy Inwestycyjnych PZU SA
$106K
HIIFS
1268
Harel Insurance Investments & Financial Services
Israel
$104K +$108K +600 New
RFG
1269
REAP Financial Group
Texas
$101K +$2.16K +12 +2%
CT
1270
Colonial Trust
South Carolina
$100K +$2.88K +16 +3%
USB
1271
Union Savings Bank
Connecticut
$98.7K
WETS
1272
Wealth Enhancement Trust Services
South Dakota
$97K
MHR
1273
Matthew Hamilton Rosenberg
$96.4K -$9.89K -55 -9%
MAM
1274
Morse Asset Management
Connecticut
$96.3K +$27K +150 +37%
MNA
1275
Manning & Napier Advisors
New York
$95.1K