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Marcus & Millichap

172 hedge funds and large institutions have $590M invested in Marcus & Millichap in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 80 increasing their positions, 45 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 45

2.2% more ownership

Funds ownership: 56.12%58.32% (+2.2%)

1% less capital invested

Capital invested by funds: $596M → $590M (-$5.89M)

10% less funds holding

Funds holding: 192172 (-20)

30% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 46

Holders
172
Holders Change
-20
Holders Change %
-10.42%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
80
Reduced
45
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WG
51
Winton Group
United Kingdom
$1.22M +$175K +6,648 +17%
State of Wisconsin Investment Board
52
State of Wisconsin Investment Board
Wisconsin
$1.16M +$517K +19,663 +82%
Barclays
53
Barclays
United Kingdom
$1.15M -$925K -35,141 -45%
UBS Group
54
UBS Group
Switzerland
$1.15M +$60.5K +2,300 +6%
XT
55
XTX Topco
Cayman Islands
$1.11M -$537K -20,401 -33%
Creative Planning
56
Creative Planning
Kansas
$1.07M +$642K +24,415 +154%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$964K +$176K +6,688 +23%
Natixis Advisors
58
Natixis Advisors
Massachusetts
$954K +$350K +13,314 +59%
PAM
59
Panagora Asset Management
Massachusetts
$920K +$125K +4,745 +16%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$876K +$896K +34,065 +262,038%
Citadel Advisors
61
Citadel Advisors
Florida
$853K -$8.67M -329,614 -91%
AllianceBernstein
62
AllianceBernstein
Tennessee
$843K
LPL Financial
63
LPL Financial
California
$805K +$110K +4,198 +16%
IC
64
IEQ Capital
California
$691K +$684K +26,004 New
Prudential Financial
65
Prudential Financial
New Jersey
$685K -$26K -990 -4%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$680K -$359K -13,635 -35%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$663K -$4.66K -177 -0.7%
FNBOO
68
First National Bank of Omaha
Nebraska
$655K +$110K +4,169 +20%
HPCM
69
Hunter Perkins Capital Management
Illinois
$635K -$196K -7,460 -24%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$610K -$20.9K -793 -3%
DFCM
71
Dark Forest Capital Management
Puerto Rico
$595K -$413K -15,702 -41%
JP Morgan Chase
72
JP Morgan Chase
New York
$564K -$1.46M -55,561 -72%
Canada Life
73
Canada Life
Manitoba, Canada
$552K
Zurich Cantonal Bank
74
Zurich Cantonal Bank
Switzerland
$544K +$292K +11,103 +119%
EC
75
EntryPoint Capital
New York
$514K +$3.97K +151 +0.8%