MRSH

Marsh

1,517 hedge funds and large institutions have $76.1B invested in Marsh in 2026 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 604 increasing their positions, 567 reducing their positions, and 169 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 (-$4.78B)

20% less first-time investments, than exits

New positions opened: 136 | Existing positions closed: 169

61% less funds holding in top 10

Funds holding in top 10: 187 (-11)

Holders
1,517
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
TFM
1451
TFC Financial Management
Massachusetts
$5.03K
TCM
1452
Tradewinds Capital Management
Washington
$5.03K
ME
1453
McIlrath & Eck
Washington
$5.03K
VNA
1454
Valley National Advisers
Pennsylvania
$5K
DPW
1455
DiNuzzo Private Wealth
Pennsylvania
$4.86K
CFM
1456
Cornerstone Financial Management
Massachusetts
$4.51K
NA
1457
Networth Advisors
Pennsylvania
$4.51K
TFA
1458
Toth Financial Advisory
Virginia
$4.34K
SS
1459
Sunbelt Securities
Texas
$4.34K
VWA
1460
Valued Wealth Advisors
Utah
$4.23K
PIS
1461
POM Investment Strategies
North Carolina
$4.18K
PWA
1462
Provenance Wealth Advisors
Florida
$4.16K
PWMG
1463
Private Wealth Management Group
New Jersey
$4.16K
EWM
1464
Evermay Wealth Management
Virginia
$4.16K
DWM
1465
Dogwood Wealth Management
Kansas
$3.99K
TM
1466
Torren Management
California
$3.99K
TLFA
1467
True Link Financial Advisors
California
$3.99K
SFS
1468
Sunrise Financial Services
Washington
$3.82K
PMIM
1469
Prudent Man Investment Management
Colorado
$3.52K
PP
1470
Pacifica Partners
Canada
$3.47K
WWM
1471
Wolff Wiese Magana
California
$3.47K
SIC
1472
Salem Investment Counselors
North Carolina
$3.47K
CC
1473
Corsicana & Co
Texas
$3.42K
GWSA
1474
Global Wealth Strategies & Associates
Colorado
$3.34K
UCB
1475
United Community Bank
South Carolina
$3.3K