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Marcus & Millichap

168 hedge funds and large institutions have $789M invested in Marcus & Millichap in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+4
Holders Change %
+2.44%
% of All Funds
2.28%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
55
Reduced
64
Closed
12
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$414K
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
126
Fidelity Investments
Massachusetts
$125K -$448 -13 -0.4%
A
127
AlphaQuest
New York
$101K +$81.2K +2,357 +411%
AIP
128
Ameritas Investment Partners
Nebraska
$82.7K
FHA
129
First Horizon Advisors
Tennessee
$50.1K
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$37.4K -$1.7K -49 -4%
QCG
131
Quadrant Capital Group
Ohio
$32.6K +$5.27K +153 +19%
TRCT
132
Tower Research Capital (TRC)
New York
$20.9K -$31.5K -915 -60%
GI
133
GAMMA Investing
California
$20.9K +$4.65K +135 +29%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.5K +$1.28K +37 +7%
UB
135
UMB Bank
Missouri
$20K +$2.21K +64 +12%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$19K +$9.84K +279 +107%
S
137
SignatureFD
Georgia
$16.8K -$4.13K -120 -20%
SAM
138
Smartleaf Asset Management
Massachusetts
$14.9K -$1.76K -51 -11%
SCM
139
Sterling Capital Management
North Carolina
$14K -$12K -348 -46%
PTC
140
Private Trust Company
Ohio
$8.23K
LC
141
Lindbrook Capital
California
$5.75K -$138 -4 -2%
PS
142
Principal Securities
Iowa
$5.51K
CCM
143
Coldstream Capital Management
Washington
$4.76K +$4.76K +138 New
EWA
144
EverSource Wealth Advisors
Alabama
$4.72K -$3.86K -112 -45%
Group One Trading
145
Group One Trading
Illinois
$3.45K
PA
146
Pineridge Advisors
Missouri
$2.74K +$2.74K +80 New
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$2.58K +$551 +16 +27%
MPWT
148
MassMutual Private Wealth & Trust
Connecticut
$2.07K
Bessemer Group
149
Bessemer Group
New Jersey
$2K +$2K +49 New
BIG
150
Brooklyn Investment Group
New York
$1.45K +$930 +27 +180%