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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
PIS
1476
POM Investment Strategies
North Carolina
$4.18K
PWA
1477
Provenance Wealth Advisors
Florida
$4.16K
PWMG
1478
Private Wealth Management Group
New Jersey
$4.16K
EWM
1479
Evermay Wealth Management
Virginia
$4.16K
DWM
1480
Dogwood Wealth Management
Kansas
$3.99K
TM
1481
Torren Management
California
$3.99K
TLFA
1482
True Link Financial Advisors
California
$3.99K
SFS
1483
Sunrise Financial Services
Washington
$3.82K
PMIM
1484
Prudent Man Investment Management
Colorado
$3.52K
PP
1485
Pacifica Partners
Canada
$3.47K
WWM
1486
Wolff Wiese Magana
California
$3.47K
SIC
1487
Salem Investment Counselors
North Carolina
$3.47K
CC
1488
Corsicana & Co
Texas
$3.42K
GWSA
1489
Global Wealth Strategies & Associates
Colorado
$3.34K
UCB
1490
United Community Bank
South Carolina
$3.3K
BCPWM
1491
Bradley & Co Private Wealth Management
Florida
$3.3K
YP
1492
YANKCOM Partnership
South Dakota
$3.3K
VWM
1493
Vermillion Wealth Management
Minnesota
$3.12K
MSG
1494
Main Street Group
Virginia
$3K
SFG
1495
Strive Financial Group
Indiana
$3K
IWS
1496
Intentional Wealth Strategies
Colorado
$2.95K
KCM
1497
Key Capital Management
Tennessee
$2.95K
PS
1498
PayPay Securities
Japan
$2.92K
AIC
1499
Archer Investment Corporation
Indiana
$2.77K
WA
1500
WestEnd Advisors
North Carolina
$2.77K