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Marcus & Millichap

167 hedge funds and large institutions have $709M invested in Marcus & Millichap in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
61
Reduced
54
Closed
20
Calls
$18K
Puts
Net Calls
+$18K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Shares
Change %
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$31.7K -$1.35K -44 -4%
LI
127
LRI Investments
Florida
$25.7K -$87.5K -2,849 -77%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$25K +$8.49K +277 +51%
SCM
129
Sterling Capital Management
North Carolina
$19.3K +$6.88K +224 +55%
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.3K +$31 +1 +0.2%
UB
131
UMB Bank
Missouri
$16.2K -$1.63K -53 -9%
Raymond James Financial
132
Raymond James Financial
Florida
$15.5K +$15.5K +506 New
Osaic Holdings
133
Osaic Holdings
Arizona
$13.4K -$114K -3,455 -89%
EWA
134
EverSource Wealth Advisors
Alabama
$13.2K +$9K +293 +214%
BNP Paribas Asset Management
135
BNP Paribas Asset Management
France
$10K +$10K +314 New
S
136
SignatureFD
Georgia
$9.37K -$5.59K -182 -37%
GI
137
GAMMA Investing
California
$7.68K -$11K -357 -59%
PTC
138
Private Trust Company
Ohio
$7.34K
SAM
139
Smartleaf Asset Management
Massachusetts
$4.75K -$8.67K -279 -65%
Barrow, Hanley, Mewhinney & Strauss
140
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.73K +$4.73K +154 New
PS
141
Principal Securities
Iowa
$4.55K +$123 +4 +3%
GRP
142
Global Retirement Partners
California
$3.65K +$3.65K +119 New
Group One Trading
143
Group One Trading
Illinois
$3.07K
LFG
144
Larson Financial Group
Missouri
$2.49K +$2.09K +68 +523%
PA
145
Parallel Advisors
California
$2.49K +$2.15K +70 +636%
PA
146
Pineridge Advisors
Missouri
$2.44K
BIG
147
Brooklyn Investment Group
New York
$2.3K +$1.01K +33 +79%
HFS
148
Hantz Financial Services
Michigan
$2K +$2K +59 New
IA
149
IFP Advisors
Florida
$1.94K -$69
AAP
150
Arax Advisory Partners
Colorado
$1.54K +$1.54K +50 New