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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

14% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 64

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
168
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$8.73M
2 +$8.29M
3 +$6.04M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.94M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.94M

Top Sellers

1 -$15.2M
2 -$3.1M
3 -$2.61M
4
Goldman Sachs
Goldman Sachs
New York
-$1.7M
5
State Street
State Street
Massachusetts
-$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
126
Fidelity Investments
Massachusetts
$125K
A
127
AlphaQuest
New York
$101K
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
QCG
131
Quadrant Capital Group
Ohio
$32.6K
TRCT
132
Tower Research Capital (TRC)
New York
$20.9K
GI
133
GAMMA Investing
California
$20.9K
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.5K
UB
135
UMB Bank
Missouri
$20K
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$19K
S
137
SignatureFD
Georgia
$16.8K
SAM
138
Smartleaf Asset Management
Massachusetts
$14.9K
SCM
139
Sterling Capital Management
North Carolina
$14K
PTC
140
Private Trust Company
Ohio
$8.23K
LC
141
Lindbrook Capital
California
$5.75K
PS
142
Principal Securities
Iowa
$5.51K
CCM
143
Coldstream Capital Management
Washington
$4.75K
EWA
144
EverSource Wealth Advisors
Alabama
$4.72K
Group One Trading
145
Group One Trading
Illinois
$3.44K
PA
146
Pineridge Advisors
Missouri
$2.74K
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$2.58K
MPWT
148
MassMutual Private Wealth & Trust
Connecticut
$2.07K
Bessemer Group
149
Bessemer Group
New Jersey
$2K
BIG
150
Brooklyn Investment Group
New York
$1.45K