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Marcus & Millichap

169 hedge funds and large institutions have $709M invested in Marcus & Millichap in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 55

0.61% more ownership

Funds ownership: 58.62%59.23% (+0.61%)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

1% less funds holding

Funds holding: 170169 (-1)

10% less capital invested

Capital invested by funds: $791M → $709M (-$81.6M)

Holders
169
Holders Change
-1
Holders Change %
-0.59%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
62
Reduced
55
Closed
20
Calls
$18K
Puts
Net Calls
+$18K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
126
First Horizon Advisors
Tennessee
$53.2K +$8.47K +279 +19%
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$31.7K -$1.33K -44 -4%
LI
128
LRI Investments
Florida
$25.7K -$86.5K -2,849 -77%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$25K +$8.41K +277 +51%
SCM
130
Sterling Capital Management
North Carolina
$19.3K +$6.8K +224 +55%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.3K +$30 +1 +0.2%
UB
132
UMB Bank
Missouri
$16.2K -$1.61K -53 -9%
Raymond James Financial
133
Raymond James Financial
Florida
$15.5K +$15.4K +506 New
EWA
134
EverSource Wealth Advisors
Alabama
$13.2K +$8.89K +293 +214%
BNP Paribas Asset Management
135
BNP Paribas Asset Management
France
$10K +$9.53K +314 New
S
136
SignatureFD
Georgia
$9.37K -$5.52K -182 -37%
GI
137
GAMMA Investing
California
$7.68K -$10.8K -357 -59%
PTC
138
Private Trust Company
Ohio
$7.34K
SAM
139
Smartleaf Asset Management
Massachusetts
$4.75K -$8.47K -279 -65%
Barrow, Hanley, Mewhinney & Strauss
140
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.73K +$4.67K +154 New
PS
141
Principal Securities
Iowa
$4.54K +$121 +4 +3%
GRP
142
Global Retirement Partners
California
$3.65K +$3.61K +119 New
DB
143
Danske Bank
Denmark
$3.07K
Group One Trading
144
Group One Trading
Illinois
$3.07K
LFG
145
Larson Financial Group
Missouri
$2.49K +$2.06K +68 +523%
PA
146
Parallel Advisors
California
$2.49K +$2.12K +70 +636%
PA
147
Pineridge Advisors
Missouri
$2.44K
BIG
148
Brooklyn Investment Group
New York
$2.3K +$1K +33 +79%
HFS
149
Hantz Financial Services
Michigan
$2K +$1.79K +59 New
IA
150
IFP Advisors
Florida
$1.94K

MMI Hedge Fund Activity: Q2 2025 in Review

169 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Marcus & Millichap (MMI) for Q2 2025, worth a combined $709M — down 10% from $791M a quarter earlier.

Fund positioning in MMI was balanced in Q2 2025: 20 funds opened new positions, 20 closed out, 62 added to existing stakes and 55 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.74M. The largest seller was Ameriprise, cutting an estimated $6.61M.

  • 169 institutional investors held Marcus & Millichap (MMI) as of Q2 2025, down from 170 in Q1 2025.
  • Funds reported $709M of Marcus & Millichap stock for Q2 2025, down 10% quarter-over-quarter.
  • 20 funds opened new Marcus & Millichap positions in Q2 2025 and 20 closed out, a net change of 0 holders.
  • The largest Marcus & Millichap buyer in Q2 2025 was Royal Bank of Canada, an estimated $3.74M added.
  • The largest Marcus & Millichap seller in Q2 2025 was Ameriprise, an estimated $6.61M sold.

Based on aggregated 13F filings for Q2 2025.