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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
SVWAG
1651
Sound View Wealth Advisors Group
Georgia
WB
1652
WesBanco Bank
West Virginia
AWM
1653
Angeles Wealth Management
California
KWA
1654
Kingswood Wealth Advisors
California
AAMC
1655
Asset Allocation & Management Company
Illinois
RDWM
1656
Red Door Wealth Management
Tennessee
BFO
1657
Biltmore Family Office
North Carolina
BHBT
1658
Burke & Herbert Bank & Trust
Virginia
TIA
1659
Tandem Investment Advisors
South Carolina
FOA
1660
Five Oceans Advisors
California
FHA
1661
Flagship Harbor Advisors
Massachusetts
QL
1662
Quarry LP
New York
CBB
1663
Citizens Business Bank
California
EI
1664
eCIO Inc
Wisconsin
Cohen & Steers
1665
Cohen & Steers
New York
PCFFS
1666
Pacific Center for Financial Services
California
DWA
1667
Dougherty Wealth Advisers
Minnesota
GPI
1668
General Partner Inc
Pennsylvania
MIFH
1669
Migdal Insurance & Financial Holdings
Israel
SVWA
1670
Sarver Vrooman Wealth Advisors
Missouri
VT
1671
Volterra Technologies
New York
BSB
1672
Bangor Savings Bank
Maine
NL
1673
Navalign LLC
California
EW
1674
Elyxium Wealth
California
HHMI
1675
Howard Hughes Medical Institute
Maryland