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Marcus & Millichap

164 hedge funds and large institutions have $873M invested in Marcus & Millichap in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 60 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
Holders Change %
0%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
60
Reduced
55
Closed
12
Calls
$455K
Puts
$38K
Net Calls
+$417K
Net Calls Change
+$456K
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
126
First Horizon Advisors
Tennessee
$55.6K -$8.23K -215 -13%
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$43.1K -$383 -10 -0.9%
Osaic Holdings
128
Osaic Holdings
Arizona
$36.9K +$5.36K +140 +17%
QCG
129
Quadrant Capital Group
Ohio
$30.3K
SCM
130
Sterling Capital Management
North Carolina
$28.8K +$25.6K +670 +807%
S
131
SignatureFD
Georgia
$23.2K +$421 +11 +2%
Simplex Trading
132
Simplex Trading
Illinois
$23K +$23K +622 New
A
133
AlphaQuest
New York
$22K -$390K -10,181 -95%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.4K -$268 -7 -1%
UB
135
UMB Bank
Missouri
$19.8K -$115 -3 -0.6%
SAM
136
Smartleaf Asset Management
Massachusetts
$18.4K +$14.8K +389 +414%
GI
137
GAMMA Investing
California
$18.1K -$5.4K -141 -23%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$10K +$5.15K +134 +106%
EWA
139
EverSource Wealth Advisors
Alabama
$9.53K +$1.38K +36 +17%
PTC
140
Private Trust Company
Ohio
$9.14K
LC
141
Lindbrook Capital
California
$6.54K -$3.52K -92 -35%
PS
142
Principal Securities
Iowa
$5.51K
GRP
143
Global Retirement Partners
California
$3.86K -$1.53K -40 -28%
Group One Trading
144
Group One Trading
Illinois
$3.83K
LFG
145
Larson Financial Group
Missouri
$3.33K +$2.83K +74 +569%
VCM
146
Versant Capital Management
Arizona
$3.25K +$2.3K +60 +240%
CPG
147
Cornerstone Planning Group
New Jersey
$3.04K +$3.04K +79 New
MPWT
148
MassMutual Private Wealth & Trust
Connecticut
$2.3K
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$2.26K
CFGS
150
Concourse Financial Group Securities
Alabama
$1.69K +$147 +4 +10%