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
MW
1601
Marble Wealth
Alabama
HC
1602
Hamilton Capital
Ohio
WAS
1603
Westco Advisory Services
New York
BA
1604
Bellwether Advisors
Nebraska
RW
1605
RVW Wealth
California
PIM
1606
Penobscot Investment Management
Massachusetts
JWCA
1607
J.W. Cole Advisors
Florida
CCP
1608
Cane Capital Partners
Louisiana
AP
1609
Advisors Preferred
Maryland
NRC
1610
New Republic Capital
North Carolina
PCM
1611
Prelude Capital Management
New York
SIM
1612
Sentry Investment Management
Wisconsin
SP
1613
SmartHarvest Portfolios
Washington
KLCM
1614
KG&L Capital Management
Louisiana
Parallax Volatility Advisers
1615
Parallax Volatility Advisers
California
TCM
1616
Teza Capital Management
Illinois
GEM
1617
Global Endowment Management
North Carolina
GCP
1618
GSA Capital Partners
United Kingdom
RA
1619
RFG Advisory
Alabama
BW
1620
Blalock Williams
Alabama
GKWIM
1621
Gerber Kawasaki Wealth & Investment Management
California
GWMR
1622
GC Wealth Management RIA
Massachusetts
AWA
1623
Amplius Wealth Advisors
Pennsylvania
GLA
1624
Great Lakes Advisors
Illinois
YIA
1625
YHB Investment Advisors
Connecticut