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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
DFA
1301
DHJJ Financial Advisors
Illinois
$71.1K
NECFA
1302
New England Capital Financial Advisors
Connecticut
$71.1K
MDA
1303
Minot DeBlois Advisors
Massachusetts
$69.4K
HWA
1304
Heritage Wealth Advisors
Virginia
$68K
MSWM
1305
Mowery & Schoenfeld Wealth Management
Illinois
$67.2K
MB
1306
MidFirst Bank
Oklahoma
$66.1K
DI
1307
DAGCO Inc
Ohio
$65.8K
CNBT
1308
Cornerstone National Bank & Trust
Illinois
$64.5K
AIM
1309
Axiom Investment Management
New York
$62.3K
RCM
1310
Raleigh Capital Management
North Carolina
$62.3K
SCM
1311
Silvant Capital Management
Georgia
$62.1K
CPG
1312
Cornerstone Planning Group
New Jersey
$61.7K
AWA
1313
Acumen Wealth Advisors
Tennessee
$61.4K
PUI
1314
Purpose Unlimited Inc
$61.4K
APW
1315
Aventura Private Wealth
Florida
$60.9K
KFP
1316
Kerr Financial Planning
California
$60.7K
RFS
1317
Richardson Financial Services
Massachusetts
$60K
AWM
1318
Activest Wealth Management
Florida
$59.5K
TPWA
1319
Twin Peaks Wealth Advisors
California
$59.5K
SS
1320
SBI Securities
Japan
$58.3K
AFC
1321
Ares Financial Consulting
California
$57.6K
GEA
1322
Glen Eagle Advisors
New Jersey
$56.5K
SIS
1323
Sound Income Strategies
Florida
$56.1K
SC
1324
SouthState Corp
Florida
$55.9K
WPA
1325
Wealth Preservation Advisors
Tennessee
$55K