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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
EWP
1326
Elevation Wealth Partners
California
$53.9K +$10.6K +59 +23%
NWM
1327
Nova Wealth Management
Florida
$53.8K -$44.9K -250 -45%
WA
1328
Whipplewood Advisors
Colorado
$53.4K +$53.9K +300 +3,750%
HWM
1329
HighMark Wealth Management
Minnesota
$53.3K
STB
1330
S&T Bank
Pennsylvania
$52.9K
PWA
1331
Physician Wealth Advisors
Utah
$52.3K -$24.8K -138 -31%
RTC
1332
Riverview Trust Company
Washington
$52K -$18K -100 -25%
CCC
1333
Chelsea Counsel Company
California
$52K
PMFA
1334
Plante Moran Financial Advisors
Michigan
$52K
WB
1335
Webster Bank
Connecticut
$51.5K
BTD
1336
BankPlus Trust Department
Mississippi
$49.8K +$49.8K +277 +2,770%
PCTC
1337
Perkins Coie Trust Company
Washington
$49.6K
WA
1338
WPG Advisers
Maryland
$49.3K -$7.91K -44 -13%
MFP
1339
Meramec Financial Planners
Missouri
$49.2K -$1.08K -6 -2%
TCM
1340
Triumph Capital Management
Colorado
$48.4K +$719 +4 +1%
JWM
1341
JPL Wealth Management
Colorado
$48.4K +$50.2K +279 New
NRG
1342
Nemes Rush Group
Michigan
$47.3K -$17.6K -98 -26%
SIC
1343
SJS Investment Consulting
Ohio
$47K +$41.5K +231 +578%
GKIM
1344
GW&K Investment Management
Massachusetts
$47K -$6.29K -35 -11%
DF
1345
Dunhill Financial
United Kingdom
$45.5K -$5.03K -28 -10%
M
1346
MOTCO
Texas
$44.9K -$4.5K -25 -9%
EI
1347
EFG International
$42.8K -$1.16M -6,453 -96%
AA
1348
Addison Advisors
Vermont
$42.5K -$24.3K -135 -36%
CA
1349
CoreCap Advisors
Michigan
$42.1K -$4.13K -23 -9%
UOTTAIMCU
1350
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$42.1K