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Marcus & Millichap

175 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, 70 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

43% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 49

4% more funds holding

Funds holding: 169175 (+6)

0.72% less ownership

Funds ownership: 59.23%58.51% (-0.72%)

6% less capital invested

Capital invested by funds: $709M → $670M (-$39.1M)

Holders
175
Holders Change
+6
Holders Change %
+3.55%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
70
Reduced
49
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$96K +$76.8K +2,445 +300%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$79.6K -$40K -1,272 -32%
AIP
128
Ameritas Investment Partners
Nebraska
$58.8K -$12.4K -396 -17%
SCM
129
Sterling Capital Management
North Carolina
$48.6K +$32.2K +1,026 +163%
TRCT
130
Tower Research Capital (TRC)
New York
$34.3K -$129K -4,116 -78%
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$34K +$3.64K +116 +11%
AAP
132
Arax Advisory Partners
Colorado
$33.7K +$34.5K +1,098 +2,196%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.4K +$974 +31 +5%
PTC
134
Private Trust Company
Ohio
$17K +$10.6K +339 +142%
UB
135
UMB Bank
Missouri
$15.8K +$377 +12 +2%
EWA
136
EverSource Wealth Advisors
Alabama
$15.2K +$2.76K +88 +20%
GI
137
GAMMA Investing
California
$9.8K +$2.64K +84 +34%
BNP Paribas Asset Management
138
BNP Paribas Asset Management
France
$9K
S
139
SignatureFD
Georgia
$8.95K
HFS
140
Hantz Financial Services
Michigan
$8K +$7.22K +230 +390%
EP
141
Essential Partners
California
$7.92K +$8.2K +261 +2,900%
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$7.46K +$7.98K +254 New
QL
143
Quarry LP
New York
$7.37K +$6.38K +203 +423%
GRP
144
Global Retirement Partners
California
$4.81K +$1.41K +45 +38%
SAM
145
Smartleaf Asset Management
Massachusetts
$4.53K
PS
146
Principal Securities
Iowa
$4.34K
AF
147
Allworth Financial
California
$3.61K +$3.2K +102 +486%
VCM
148
Versant Capital Management
Arizona
$3.58K +$3.05K +97 +388%
QCG
149
Quadrant Capital Group
Ohio
$3.43K +$3.67K +117 New
PA
150
Parallel Advisors
California
$3.08K +$754 +24 +30%

MMI Hedge Fund Activity: Q3 2025 in Review

175 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Marcus & Millichap (MMI) for Q3 2025, worth a combined $670M — down 5.5% from $709M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MMI positions and 16 closed out — a net gain of 7 holders — while 70 added to existing stakes and 49 trimmed.

The largest buyer was Millennium Management, adding an estimated $5.04M. The largest seller was Royce & Associates, cutting an estimated $8.85M.

  • 175 institutional investors held Marcus & Millichap (MMI) as of Q3 2025, up from 169 in Q2 2025.
  • Funds reported $670M of Marcus & Millichap stock for Q3 2025, down 5.5% quarter-over-quarter.
  • 23 funds opened new Marcus & Millichap positions in Q3 2025 and 16 closed out, a net change of +7 holders.
  • The largest Marcus & Millichap buyer in Q3 2025 was Millennium Management, an estimated $5.04M added.
  • The largest Marcus & Millichap seller in Q3 2025 was Royce & Associates, an estimated $8.85M sold.

Based on aggregated 13F filings for Q3 2025.