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Marcus & Millichap

192 hedge funds and large institutions have $596M invested in Marcus & Millichap in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 61 increasing their positions, 61 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 24

10% more funds holding

Funds holding: 175192 (+17)

0% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 61

2.39% less ownership

Funds ownership: 58.51%56.12% (-2.4%)

11% less capital invested

Capital invested by funds: $670M → $596M (-$74M)

Holders
192
Holders Change
+17
Holders Change %
+9.71%
% of All Funds
2.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
61
Reduced
61
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
126
Campbell & Co Investment Adviser
Maryland
$200K +$212K +7,346 New
IRC
127
Investors Research Corp
Georgia
$199K
AB
128
Amalgamated Bank
New York
$191K -$1.94K -67 -0.9%
New York State Common Retirement Fund
129
New York State Common Retirement Fund
New York
$186K
PFSRSONJ
130
Police & Firemen's Retirement System of New Jersey
New Jersey
$183K
ACM
131
Aquatic Capital Management
Illinois
$178K +$4.11K +142 +2%
Citigroup
132
Citigroup
New York
$173K -$29 -1 -0%
TRSOTSOK
133
Teachers Retirement System of the State of Kentucky
Kentucky
$167K -$25.1K -868 -12%
OPERF
134
Oregon Public Employees Retirement Fund
Oregon
$151K +$1.1K +38 +0.7%
KK
135
KLP Kapitalforvaltning
Norway
$147K +$26K +900 +20%
Canada Pension Plan Investment Board
136
Canada Pension Plan Investment Board
Ontario, Canada
$131K +$139K +4,800 New
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$120K -$7.67K -265 -6%
SO
138
STRS Ohio
Ohio
$115K
TRCT
139
Tower Research Capital (TRC)
New York
$98.2K +$70.3K +2,430 +208%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$62K -$29K -1,004 -31%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$59.6K -$15.3K -528 -19%
AIP
142
Ameritas Investment Partners
Nebraska
$54.7K
CIAM
143
Caitong International Asset Management
Hong Kong
$43.6K +$46.2K +1,596 +79,800%
Nisa Investment Advisors
144
Nisa Investment Advisors
Missouri
$40.7K +$9.95K +344 +30%
SCM
145
Sterling Capital Management
North Carolina
$37.7K -$7.9K -273 -16%
KAS
146
Kestra Advisory Services
Texas
$30K +$31.8K +1,098 New
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
$19.5K +$13.3K +460 +181%
PTC
148
Private Trust Company
Ohio
$19.3K +$3.76K +130 +22%
EWA
149
EverSource Wealth Advisors
Alabama
$18.1K +$4.22K +146 +28%
HFS
150
Hantz Financial Services
Michigan
$18K +$10.2K +353 +122%