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
BCPWM
1476
Bradley & Co Private Wealth Management
Florida
$3.3K
YP
1477
YANKCOM Partnership
South Dakota
$3.3K
VWM
1478
Vermillion Wealth Management
Minnesota
$3.12K
MSG
1479
Main Street Group
Virginia
$3K
SFG
1480
Strive Financial Group
Indiana
$3K
KCM
1481
Key Capital Management
Tennessee
$2.95K
IWS
1482
Intentional Wealth Strategies
Colorado
$2.95K
PS
1483
PayPay Securities
Japan
$2.92K
AIC
1484
Archer Investment Corporation
Indiana
$2.77K
WA
1485
WestEnd Advisors
North Carolina
$2.77K
CFD
1486
Creative Financial Designs
Indiana
$2.6K
QWM
1487
Quaker Wealth Management
New Jersey
$2.6K
NL
1488
NVWM LLC
Pennsylvania
$2.25K
MIM
1489
MTM Investment Management
South Carolina
$2.25K
ACA
1490
American Capital Advisory
Idaho
$2.25K
NSIM
1491
North Star Investment Management
Illinois
$2.08K
API
1492
Asset Planning Inc
California
$2.08K
MAM
1493
Marquette Asset Management
Minnesota
$1.91K
MAS
1494
MPWM Advisory Solutions
Georgia
$1.56K
RS
1495
Rakuten Securities
Japan
$1.56K
GFA
1496
Godfrey Financial Associates
New York
$1.56K
MS
1497
Monetary Solutions
Ohio
$1.56K
NF
1498
Napier Financial
Massachusetts
$1.39K
CWP
1499
Clark Wealth Partners
Illinois
$1.22K
HIA
1500
HFM Investment Advisors
New Jersey
$1.21K