Marshall Wace LLP
London, United Kingdom · CRD 160885
Hedge fund managerExempt reporting
Marshall Wace LLP is an exempt reporting adviser based in London, United Kingdom that reports managing 74 hedge funds on Form ADV. Its private funds, of all types, hold $316.3 billion in gross assets. Its disclosed U.S. stock holdings returned an estimated +11.8% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +37.9% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- —Form ADV Item 5.F
- Gross assets of private funds
- $316.3 billionAll private fund types, Form ADV
- Hedge funds managed
- 7477 private funds in total
- Employees
- —Form ADV Item 5.A
- Registration
- Exempt reporting adviserCRD 160885
- Latest Form ADV
- 05/29/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
Est. 2026 YTD+11.8%Through Q2 2026 · S&P 500 +9.5%
Est. 2-year return+37.9%Q3 2024 – Q2 2026
S&P 500+37.2%Same quarters, price only
13F holdings$117.9 billion2,697 positions, 2026-06-30
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +17.1% | +14.8% |
| Q1 2026 | -4.5% | -4.6% |
| Q4 2025 | +0.6% | +2.4% |
| Q3 2025 | +6.9% | +7.8% |
| Q2 2025 | +12.0% | +10.4% |
| Q1 2025 | -4.8% | -4.5% |
| Q4 2024 | +1.9% | +2.1% |
| Q3 2024 | +5.5% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Ishares Core S&P 500 ETF$29.8 billion
- SPDR Series Trust State Street$4.1 billion
- Apple Inc Com$2.6 billion
- Amazon Com Inc Com$2.3 billion
- Advanced Micro Devices Inc Com$2.3 billion
- Nvidia Corp$1.7 billion
- Micron Technology Inc Com$1.6 billion
- Microsoft Corp Com$1.2 billion
- Costco Whsl Corp New$1.1 billion
- Morgan Stanley Com New$971.8 million
As of 2026-06-30, from 13F filing by Marshall Wace, LLP.
Hedge funds filing Form D (45)
Fund
First sale
Raised
Investors
Minimum
YTD performance
Marshall Wace Funds PLC - MW Eureka Fund
Dublin, IrelandOffshore
First saleJan 2010
Raised$4.0B
Investors336
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds LP - MW TOPS World Equities (US) Fund
Grand Cayman, Cayman IslandsOffshore
First saleMay 2014
Raised$3.9B
Investors29
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds LP - MW Eureka (US) Fund
George Town, Grand Cayman, Cayman IslandsOffshore
First saleApr 2010
Raised$2.3B
Investors220
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds LP - MW TOPS World ex-US Plus Emerging Markets (US) Fund
George Town, Grand Cayman, Cayman IslandsOffshore
First saleNov 2015
Raised$1.9B
Investors1
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds LP - MW TOPS US Equities (US) Fund
George Town, Grand Cayman, Cayman IslandsOffshore
First saleDec 2018
Raised$1.7B
Investors1
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Managed Accounts ICAV - MW TOPS Global Equities LE Fund
Dublin, IrelandOffshore
First saleFeb 2020
Raised$1.4B
Investors1
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Long Strategies ICAV - MW TOPS World Equities Fund
Dublin, IrelandOffshore
First saleFeb 2020
Raised$1.3B
Investors30
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Long Strategies ICAV - MW TOPS Emerging Markets Fund
Dublin, IrelandOffshore
First saleSep 2019
Raised$806M
Investors9
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds LP - MW Alpha Plus (US) Fund II
George Town, Grand Cayman, Cayman IslandsOffshore
First saleOct 2022
Raised$744M
Investors34
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds PLC - MW Global Opportunities Fund
Dublin, IrelandOffshore
First saleAug 2012
Raised$741M
Investors60
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Long Strategies ICAV - MW TOPS Americas Equities Fund
Dublin, IrelandOffshore
First saleJul 2019
Raised$730M
Investors7
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds LP - MW Global Opportunities (US) Fund
Grand Cayman, Cayman IslandsOffshore
First saleJan 2012
Raised$608M
Investors152
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds PLC - MW TOPS Fund
Dublin, IrelandOffshore
First saleFeb 2010
Raised$556M
Investors31
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Managed Accounts ICAV - MW TOPS Emerging Markets Fund II
Dublin, IrelandOffshore
First saleApr 2020
Raised$500M
Investors1
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Managed Accounts ICAV-MW TOPS International Equities Fund
Dublin, IrelandOffshore
First saleApr 2015
Raised$473M
Investors6
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds LP - MW TOPS Emerging Markets (US) Fund
Ugland House, Po Box 309, Cayman IslandsOffshore
First saleMay 2019
Raised$450M
Investors4
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds PLC - MW Market Neutral TOPS Fund
Dublin, IrelandOffshore
First saleFeb 2010
Raised$409M
Investors20
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds PLC - MW TOPS ERISA Fund
Dublin, IrelandOffshore
First saleDec 2014
Raised$326M
Investors9
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds LP - MW Market Neutral TOPS (US) Fund
George Town, Grand Cayman, Cayman IslandsOffshore
First saleJun 2014
Raised$323M
Investors34
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds LP - MW Eureka (US) Fund II
George Town, Grand Cayman, Cayman IslandsOffshore
First saleMay 2012
Raised$318M
Investors405
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds PLC - MW Alpha Plus Fund
Dublin, IrelandOffshore
First saleNov 2016
Raised$317M
Investors10
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds LP - MW TOPS (US) Fund
Grand Cayman, Cayman IslandsOffshore
First saleAug 2014
Raised$313M
Investors24
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Eureka ASP Fund, a series of Alternative Strategies Platform, LLC
New York, NY
First saleMay 2014
Raised$238M
Investors778
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Long Strategies ICAV - MW TOPS China A Share Fund
Dublin, IrelandOffshore
First saleNov 2018
Raised$205M
Investors2
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds LP - MW Eureka (US) Fund VI
George Town, Grand Cayman, Cayman IslandsOffshore
First saleOct 2016
Raised$205M
Investors1
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds LP - MW K-TOPS (US) Fund
Grand Cayman, Cayman IslandsOffshore
First saleJul 2026
Raised$66.8M
Investors14
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds LP - MW US Capital (US) Fund
George Town, Cayman IslandsOffshore
First saleFeb 2026
Raised$62.5M
Investors10
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds PLC - MW Japan Market Neutral Fund
Dublin, IrelandOffshore
First saleFeb 2010
Raised$61.5M
Investors5
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Managed Accounts ICAV - MW Eureka Fund IV
Dublin, IrelandOffshore
First saleJul 2016
Raised$50.9M
Investors25
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds PLC - MW Europa Long Fund
Dublin, IrelandOffshore
First saleJun 2015
Raised$50.0M
Investors1
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
WM Alternatives TOPS Long/Short Equity Fund Ltd
Grand Cayman, Cayman IslandsOffshore
First saleSep 2018
Raised$42.5M
Investors45
Minimum$250K
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds LP - MW Market Neutral TOPS Plus (US) Fund
George Town, Grand Cayman, Cayman IslandsOffshore
First saleJan 2019
Raised$41.9M
Investors10
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds LP - MW Eureka Plus (US) Fund
Grand Cayman, Cayman IslandsOffshore
First saleFeb 2018
Raised$33.0M
Investors14
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Managed Accounts ICAV - MW Eureka Plus Fund
Dublin, IrelandOffshore
First saleDec 2017
Raised$30.9M
Investors1
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds LP - MW Japan Market Neutral Plus (US) Fund
George Town, Cayman IslandsOffshore
First saleJan 2017
Raised$25.0M
Investors1
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds PLC - MW Global Financials Market Neutral Fund
Dublin, IrelandOffshore
First saleJul 2011
Raised$12.0M
Investors3
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds PLC - MW Europa Fund
Dublin, IrelandOffshore
First saleJan 2010
Raised$11.8M
Investors4
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Managed Accounts ICAV - MW Market Neutral TOPS Plus Fund
Dublin, IrelandOffshore
First saleJan 2019
Raised$3.0M
Investors1
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds LP - MW TOPS Emerging Markets Absolute Return (US) Fund
George Town, Grand Cayman, Cayman IslandsEmergingOffshore
First saleDec 2021
Raised$2.4M
Investors5
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds LP - MW TOPS Global Titans (US) Fund
George Town, Grand Cayman, Cayman IslandsEmergingOffshore
First saleMar 2025
Raised$270K
Investors3
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Long Strategies ICAV-MW Global Opportunities Long-Only Fund
Dublin, IrelandOffshore
First saleDec 2016
Raised$2K
Investors2
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds LP - MW TOPS Americas Equities (US) Fund
Grand Cayman, Cayman IslandsOffshore
First sale—
Raised$0
Investors0
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Feeder Funds SPC - MW Alpha Plus US Equity Fund SP
Grand Cayman, Cayman IslandsOffshore
First sale—
Raised$0
Investors0
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Funds LP - MW Alpha Plus Plus (US) Fund
Grand Cayman, Cayman IslandsOffshore
First sale—
Raised$0
Investors0
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Marshall Wace Feeder Funds SPC - MW Alpha Plus Plus Fund SP
Grand Cayman, Cayman IslandsOffshore
First sale—
Raised$0
Investors0
MinimumNone set
YTD performance+11.8%13F est. YTD · thru Q2 2026
Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures