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Marcus & Millichap
MMI

Overview Fund Activity

165 hedge funds and large institutions have $689M invested in Marcus & Millichap in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 53 reducing their positions, and 20 closing their positions.

Holders
165
Holders Change
-3
Holders Change %
-1.79%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
60
Reduced
53
Closed
20
Calls
$18K
Puts
–
Net Calls
+$18K
Net Calls Change
+$15K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.94M
2
BlackRock
2
BlackRock
New York
$119M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.45M
4
RA
4
Royce & Associates
New York
$56.6M
5
TCM
5
Tributary Capital Management
Nebraska
$21.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.44M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$21.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.94M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$48M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$116M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$119M 3,875,655 +91,172 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$116M 3,763,988 -48,738 -1%
RP
3
Reinhart Partners
Wisconsin
$68M 2,214,779 +51,844 +2%
RA
4
Royce & Associates
New York
$56.6M 1,843,767 +85,876 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$48M 1,562,970 -53,962 -3%
State Street
6
State Street
Massachusetts
$28.2M 917,638 -98 -0%
TCM
7
Tributary Capital Management
Nebraska
$21.4M 695,817 +64,392 +10%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$21.1M 687,510 -99,545 -13%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$19.2M 625,781 +11,819 +2%
Pzena Investment Management
10
Pzena Investment Management
New York
$18.9M 614,410 +38,159 +7%
Charles Schwab
11
Charles Schwab
California
$11.6M 378,242 -28,895 -7%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$10.9M 353,375 -12,827 -4%
Jennison Associates
13
Jennison Associates
New York
$8.68M 282,533 +19,351 +7%
Northern Trust
14
Northern Trust
Illinois
$7.95M 258,745 +16,010 +7%
DRZID
15
DePrince Race & Zollo Inc (DRZ)
Florida
$6.83M 222,372 -12,295 -5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$6.45M 209,908 +90,737 +76%
Morgan Stanley
17
Morgan Stanley
New York
$6.27M 204,317 +17,238 +9%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$5.92M 192,750 +17,290 +10%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$5.73M 186,466 -3,584 -2%
HCA
20
Harbor Capital Advisors
Illinois
$5.7M 185,557 -6,132 -3%
SI
21
Sprott Inc
Ontario, Canada
$5.22M 170,000 -4,000 -2%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$5.16M 168,143 -593 -0.4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3.94M 128,238 +123,232 +2,462%
Principal Financial Group
24
Principal Financial Group
Iowa
$3.68M 119,768 -21 -0%
UBS AM
25
UBS AM
Illinois
$3.23M 105,034 +27,695 +36%
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