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Marcus & Millichap

172 hedge funds and large institutions have $590M invested in Marcus & Millichap in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 80 increasing their positions, 45 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 45

2.2% more ownership

Funds ownership: 56.12%58.32% (+2.2%)

1% less capital invested

Capital invested by funds: $596M → $590M (-$5.89M)

10% less funds holding

Funds holding: 192172 (-20)

30% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 46

Holders
172
Holders Change
-20
Holders Change %
-10.42%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
80
Reduced
45
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
126
Caitong International Asset Management
Hong Kong
$39.7K -$2.76K -105 -7%
UB
127
UMB Bank
Missouri
$25K +$7.82K +297 +46%
PTC
128
Private Trust Company
Ohio
$23.5K +$4.61K +175 +25%
HFS
129
Hantz Financial Services
Michigan
$23K +$6.29K +239 +37%
SCM
130
Sterling Capital Management
North Carolina
$21.2K -$15.3K -583 -42%
EWA
131
EverSource Wealth Advisors
Alabama
$20.7K +$2.97K +113 +17%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.5K +$2.1K +80 +12%
BNP Paribas Asset Management
133
BNP Paribas Asset Management
France
$18.9K +$8.03K +305 +75%
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$18.8K -$20.8K -791 -53%
AF
135
Allworth Financial
California
$14K +$10.5K +399 +309%
Bessemer Group
136
Bessemer Group
New Jersey
$13K +$12.6K +479 New
RIL
137
Rothschild Investment LLC
Illinois
$8.27K +$7.58K +288 +1,252%
C
138
Covestor
United Kingdom
$8K +$8.37K +318 +10,600%
EP
139
Essential Partners
California
$7.92K +$6.03K +229 +332%
SL
140
Salomon & Ludwin
Virginia
$7.05K +$7.05K +268 New
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$6.72K -$12.2K -462 -65%
QCG
142
Quadrant Capital Group
Ohio
$6.33K +$3.18K +121 +103%
SC
143
SouthState Corp
Florida
$4.87K
MCM
144
MAI Capital Management
Ohio
$4.79K +$4.32K +164 +1,025%
LFG
145
Larson Financial Group
Missouri
$3.99K +$3.55K +135 +900%
S
146
SignatureFD
Georgia
$3.62K -$4.45K -169 -55%
IA
147
IFP Advisors
Florida
$3.43K +$2.29K +87 +207%
BFS
148
Bare Financial Services
Pennsylvania
$3.16K +$2.18K +83 +231%
PWPS
149
Pinnacle Wealth Planning Services
Ohio
$2.21K -$11.6K -441 -84%
FFA
150
Farther Finance Advisors
California
$1.83K +$1.26K +48 +218%