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
TFCP
1626
Twin Focus Capital Partners
Massachusetts
TC
1627
TownSquare Capital
Utah
CL
1628
CSS LLC
Illinois
SWA
1629
Stratos Wealth Advisors
Ohio
KA
1630
Kovack Advisors
Florida
PFA
1631
Pathway Financial Advisors
Vermont
PCM
1632
Pointe Capital Management
Michigan
RPC
1633
Rossmore Private Capital
Connecticut
BBA
1634
Braun-Bostich & Associates
Pennsylvania
PFG
1635
Prosperity Financial Group
California
WCA
1636
Westover Capital Advisors
Delaware
ICP
1637
Interchange Capital Partners
Pennsylvania
SVWAG
1638
Sound View Wealth Advisors Group
Georgia
WB
1639
WesBanco Bank
West Virginia
KWA
1640
Kingswood Wealth Advisors
California
AWM
1641
Angeles Wealth Management
California
AAMC
1642
Asset Allocation & Management Company
Illinois
RDWM
1643
Red Door Wealth Management
Tennessee
BHBT
1644
Burke & Herbert Bank & Trust
Virginia
BFO
1645
Biltmore Family Office
North Carolina
TIA
1646
Tandem Investment Advisors
South Carolina
FOA
1647
Five Oceans Advisors
California
FHA
1648
Flagship Harbor Advisors
Massachusetts
QL
1649
Quarry LP
New York
CBB
1650
Citizens Business Bank
California