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Marcus & Millichap

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
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$25K 816 +277 +51%
SCM
127
Sterling Capital Management
North Carolina
$19.3K 629 +224 +55%
Ohio Public Employees Retirement System (OPERS)
128
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.3K 597 +1 +0.2%
UB
129
UMB Bank
Missouri
$16.2K 528 -53 -9%
Raymond James Financial
130
Raymond James Financial
Florida
$15.5K 506 +506 New
Osaic Holdings
131
Osaic Holdings
Arizona
$13.4K 408 -3,455 -89%
EWA
132
EverSource Wealth Advisors
Alabama
$13.2K 430 +293 +214%
BNP Paribas Asset Management
133
BNP Paribas Asset Management
France
$10K 314 +314 New
S
134
SignatureFD
Georgia
$9.37K 305 -182 -37%
GI
135
GAMMA Investing
California
$7.68K 250 -357 -59%
PTC
136
Private Trust Company
Ohio
$7.34K 239
SAM
137
Smartleaf Asset Management
Massachusetts
$4.75K 153 -279 -65%
Barrow, Hanley, Mewhinney & Strauss
138
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.73K 154 +154 New
PS
139
Principal Securities
Iowa
$4.55K 148 +4 +3%
GRP
140
Global Retirement Partners
California
$3.65K 119 +119 New
Group One Trading
141
Group One Trading
Illinois
$3.07K 100
LFG
142
Larson Financial Group
Missouri
$2.49K 81 +68 +523%
PA
143
Parallel Advisors
California
$2.49K 81 +70 +636%
PA
144
Pineridge Advisors
Missouri
$2.44K 80
BIG
145
Brooklyn Investment Group
New York
$2.3K 75 +33 +79%
HFS
146
Hantz Financial Services
Michigan
$2K 59 +59 New
IA
147
IFP Advisors
Florida
AAP
148
Arax Advisory Partners
Colorado
$1.54K 50 +50 New
QL
149
Quarry LP
New York
$1.47K 48 +48 New
TPWA
150
Twin Peaks Wealth Advisors
California
$1.32K 44 +44 New