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Marcus & Millichap

174 hedge funds and large institutions have $670M invested in Marcus & Millichap in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
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
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$8.85M
2 -$4.19M
3 -$1.82M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.73M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$96K
Fidelity Investments
127
Fidelity Investments
Massachusetts
$79.6K
AIP
128
Ameritas Investment Partners
Nebraska
$58.8K
SCM
129
Sterling Capital Management
North Carolina
$48.6K
TRCT
130
Tower Research Capital (TRC)
New York
$34.3K
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$34K
AAP
132
Arax Advisory Partners
Colorado
$33.7K
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.4K
PTC
134
Private Trust Company
Ohio
$17K
UB
135
UMB Bank
Missouri
$15.8K
EWA
136
EverSource Wealth Advisors
Alabama
$15.2K
GI
137
GAMMA Investing
California
$9.8K
BNP Paribas Asset Management
138
BNP Paribas Asset Management
France
$9K
S
139
SignatureFD
Georgia
$8.95K
HFS
140
Hantz Financial Services
Michigan
$8K
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$7.46K
QL
142
Quarry LP
New York
$7.37K
GRP
143
Global Retirement Partners
California
$4.81K
SAM
144
Smartleaf Asset Management
Massachusetts
$4.53K
PS
145
Principal Securities
Iowa
$4.34K
AF
146
Allworth Financial
California
$3.61K
VCM
147
Versant Capital Management
Arizona
$3.58K
QCG
148
Quadrant Capital Group
Ohio
$3.43K
PA
149
Parallel Advisors
California
$3.08K
DB
150
Danske Bank
Denmark
$2.94K