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Marcus & Millichap

165 hedge funds and large institutions have $873M invested in Marcus & Millichap in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 60 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,097% more call options, than puts

Call options by funds: $455K | Put options by funds: $38K

5% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 57

0.25% less ownership

Funds ownership: 59.07%58.82% (-0.25%)

1% less funds holding

Funds holding: 166165 (-1)

4% less capital invested

Capital invested by funds: $907M → $873M (-$33.3M)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
165
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
60
Reduced
57
Closed
12
Calls
$455K
Puts
$38K
Net Calls
+$417K
Net Calls Change
+$456K
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
126
First Horizon Advisors
Tennessee
$55.6K -$8.43K -215 -13%
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$43.1K -$392 -10 -0.9%
Osaic Holdings
128
Osaic Holdings
Arizona
$36.9K +$5.49K +140 +17%
QCG
129
Quadrant Capital Group
Ohio
$30.3K
SCM
130
Sterling Capital Management
North Carolina
$28.8K +$26.3K +670 +807%
S
131
SignatureFD
Georgia
$23.2K +$431 +11 +2%
Simplex Trading
132
Simplex Trading
Illinois
$23K +$24.4K +622 New
A
133
AlphaQuest
New York
$22K -$399K -10,181 -95%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.4K -$274 -7 -1%
UB
135
UMB Bank
Missouri
$19.8K -$118 -3 -0.6%
SAM
136
Smartleaf Asset Management
Massachusetts
$18.4K +$15.2K +389 +414%
GI
137
GAMMA Investing
California
$18.1K -$5.53K -141 -23%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$10K +$5.25K +134 +106%
EWA
139
EverSource Wealth Advisors
Alabama
$9.53K +$1.41K +36 +17%
PTC
140
Private Trust Company
Ohio
$9.14K
LC
141
Lindbrook Capital
California
$6.54K -$3.6K -92 -35%
PS
142
Principal Securities
Iowa
$5.51K
GRP
143
Global Retirement Partners
California
$3.86K -$1.57K -40 -28%
DB
144
Danske Bank
Denmark
$3.83K -$114K -2,900 -97%
Group One Trading
145
Group One Trading
Illinois
$3.83K
LFG
146
Larson Financial Group
Missouri
$3.33K +$2.9K +74 +569%
VCM
147
Versant Capital Management
Arizona
$3.25K +$2.35K +60 +240%
CPG
148
Cornerstone Planning Group
New Jersey
$3.04K +$3.1K +79 New
MPWT
149
MassMutual Private Wealth & Trust
Connecticut
$2.3K
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$2.26K

MMI Hedge Fund Activity: Q4 2024 in Review

165 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Marcus & Millichap (MMI) for Q4 2024, worth a combined $873M — down 3.7% from $907M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of MMI and 11 opened new positions — a net loss of 1 holder — while 57 trimmed existing stakes and 60 added.

The largest buyer was Reinhart Partners, adding an estimated $2.89M. The largest seller was Royce & Associates, cutting an estimated $4.11M.

  • 165 institutional investors held Marcus & Millichap (MMI) as of Q4 2024, down from 166 in Q3 2024.
  • Funds reported $873M of Marcus & Millichap stock for Q4 2024, down 3.7% quarter-over-quarter.
  • 11 funds opened new Marcus & Millichap positions in Q4 2024 and 12 closed out, a net change of -1 holder.
  • The largest Marcus & Millichap buyer in Q4 2024 was Reinhart Partners, an estimated $2.89M added.
  • The largest Marcus & Millichap seller in Q4 2024 was Royce & Associates, an estimated $4.11M sold.

Based on aggregated 13F filings for Q4 2024.