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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
FPF
1351
First Pacific Financial
Washington
$41.3K
SC
1352
Solstein Capital
California
$40.1K
CAL
1353
Capital Analysts LLC
Pennsylvania
$40K
TF
1354
Tompkins Financial
New York
$39.7K
KFAS
1355
Keating Financial Advisory Services
Kansas
$39.5K
RWM
1356
Rialto Wealth Management
New York
$39.5K
FFA
1357
Frazier Financial Advisors
Ohio
$38.3K
WIM
1358
Westside Investment Management
California
$38.1K
SA
1359
Scarborough Advisors
Maryland
$37.6K
HDIM
1360
Hanson & Doremus Investment Management
Vermont
$36K
PGAM
1361
Princeton Global Asset Management
New Jersey
$35.9K
JSAM
1362
J. Safra Asset Management
New York
$35.3K
FFO
1363
Fortitude Family Office
Arizona
$35K
SWM
1364
SHP Wealth Management
Massachusetts
$34.8K
TCA
1365
Trifecta Capital Advisors
Illinois
$34.7K
SG
1366
Sankala Group
Colorado
$34.4K
KAS
1367
Kemnay Advisory Services
New York
$33.8K
BIAS
1368
Beacon Investment Advisory Services
New Jersey
$33.6K
SHIM
1369
Stone House Investment Management
Pennsylvania
$32.9K
CYG
1370
Clean Yield Group
Vermont
$32.3K
OC
1371
Oakworth Capital
Alabama
$32.3K
FUBT
1372
First United Bank & Trust
Maryland
$32.1K
RL
1373
Rogco LP
Oklahoma
$31.7K
B
1374
Bayban
Minnesota
$31.4K
JWA
1375
JFS Wealth Advisors
Pennsylvania
$31.2K