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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
HFS
1451
Hughes Financial Services
Virginia
$6.76K
CBT
1452
Crews Bank & Trust
Florida
$6.76K
Loomis, Sayles & Company
1453
Loomis, Sayles & Company
Massachusetts
$6.59K
WCM
1454
Westend Capital Management
California
$6.59K
FWA
1455
Flagship Wealth Advisors
Massachusetts
$6.56K
BHWM
1456
Bay Harbor Wealth Management
Maryland
$6.24K
PWA
1457
Portus Wealth Advisors
North Carolina
$6.24K
TFGT
1458
TS Financial Group (TSFG)
Illinois
$6K
IWM
1459
IMG Wealth Management
Florida
$5.9K
MWPCG
1460
Measured Wealth Private Client Group
New Hampshire
$5.55K
OPTFSNA
1461
Old Point Trust & Financial Services N A
Virginia
$5.55K
EWM
1462
Evolution Wealth Management
Florida
$5.55K
RF
1463
RetireMitten Financial
Michigan
$5.55K
CMA
1464
Cedar Mountain Advisors
Oregon
$5.38K
BH
1465
Burk Holdings
Oklahoma
$5.2K
TFM
1466
TFC Financial Management
Massachusetts
$5.03K
TCM
1467
Tradewinds Capital Management
Washington
$5.03K
ME
1468
McIlrath & Eck
Washington
$5.03K
VNA
1469
Valley National Advisers
Pennsylvania
$5K
DPW
1470
DiNuzzo Private Wealth
Pennsylvania
$4.86K
CFM
1471
Cornerstone Financial Management
Massachusetts
$4.51K
NA
1472
Networth Advisors
Pennsylvania
$4.51K
TFA
1473
Toth Financial Advisory
Virginia
$4.34K
SS
1474
Sunbelt Securities
Texas
$4.34K
VWA
1475
Valued Wealth Advisors
Utah
$4.23K