We are live on ! Find out more
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
UFF
1276
USA Financial Formulas
Michigan
$94.7K
WSFG
1277
Wall Street Financial Group
Illinois
$93.7K
EPIMS
1278
Evelyn Partners Investment Management Services
$90.2K
OCM
1279
Osterweis Capital Management
California
$89K
KFI
1280
Key Financial Inc
Pennsylvania
$85.5K
SL
1281
Salomon & Ludwin
Virginia
$82.4K
CSC
1282
Caldwell Sutter Capital
California
$81.9K
JGIA
1283
Jackson Grant Investment Advisers
Connecticut
$81.1K
AGWCA
1284
Annis Gardner Whiting Capital Advisors
Florida
$80.3K
MTI
1285
Merrithew & Thorsten Inc
California
$79K
HC
1286
Hara Capital
Washington
$78.6K
ICM
1287
Islay Capital Management
Texas
$78.1K
MPW
1288
MASECO Private Wealth
$77.7K
GAA
1289
Global Assets Advisory
Florida
$77.5K
OCWP
1290
Owl Creek Wealth Partners
Colorado
$77K
BGAI
1291
Bruce G. Allen Investments
Colorado
$75.3K
LI
1292
LRI Investments
Florida
$74.8K
PAI
1293
Pittenger & Anderson Inc
Nebraska
$74.4K
KA
1294
Kozak & Associates
Colorado
$74.4K
HIA
1295
Harbor Investment Advisory
Maryland
$73.7K
S
1296
Sachetta
Massachusetts
$73.2K
JFGIW
1297
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72.8K
LWM
1298
Lodestone Wealth Management
Washington
$72.8K
TIAA Trust, National Association
1299
TIAA Trust, National Association
North Carolina
$72.2K
GFM
1300
GF Fund Management
China
$72K