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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
CIA
1676
Cape Investment Advisory
Georgia
GAFA
1677
Garton & Associates Financial Advisors
Kentucky
LAS
1678
Lloyd Advisory Services
Georgia
SC
1679
Steph & Co
Wisconsin
GWM
1680
Greenline Wealth Management
Florida
NWM
1681
Navigoe Wealth Management
California
RFA
1682
Reyes Financial Architecture
California
WWA
1683
Wealth Watch Advisors
Colorado
SGK
1684
Steigerwald Gordon & Koch
Virginia
NI
1685
NCP Inc
California
KFG
1686
Kingdom Financial Group
Arizona
TPBG
1687
Turning Point Benefit Group
Maryland
OC
1688
Optima Capital
Oregon
LWANC
1689
Laurel Wealth Advisors (North Carolina)
North Carolina
TC
1690
Tacita Capital
Ontario, Canada
ITIM
1691
Indiana Trust & Investment Management
Indiana
QA
1692
Quattro Advisors
Pennsylvania
UFPG
1693
United Financial Planning Group
New York
IW
1694
Imprint Wealth
South Carolina
MW
1695
Merited Wealth
Florida
CCM
1696
Chilton Capital Management
Texas
NL
1697
NorthAvenue LLC
Ohio
PRAG
1698
Portfolio Resources Advisor Group
Florida
WW
1699
Winnow Wealth
Texas