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Marcus & Millichap
MMI

Overview Fund Activity

165 hedge funds and large institutions have $689M invested in Marcus & Millichap in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 53 reducing their positions, and 20 closing their positions.

Holders
165
Holders Change
-3
Holders Change %
-1.79%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
60
Reduced
53
Closed
20
Calls
$18K
Puts
–
Net Calls
+$18K
Net Calls Change
+$15K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.94M
2
BlackRock
2
BlackRock
New York
$119M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.45M
4
RA
4
Royce & Associates
New York
$56.6M
5
TCM
5
Tributary Capital Management
Nebraska
$21.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.44M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$21.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.94M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$48M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$116M
Name Market Value Shares Shares
Change 		Shares
Change %
FPF
151
First Pacific Financial
Washington
$1.23K 40 +40 New
RIL
152
Rothschild Investment LLC
Illinois
$1.23K 40 – –
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$1.2K 39 -36 -48%
VCM
154
Versant Capital Management
Arizona
$768 25 – –
AF
155
Allworth Financial
California
$645 21 -14 -40%
NC
156
NewSquare Capital
Pennsylvania
$614 20 +20 New
FMII
157
Farmers & Merchants Investments Inc
Nebraska
$583 19 – –
TWD
158
True Wealth Design
Ohio
$461 15 -1 -6%
Jones Financial Companies
159
Jones Financial Companies
Missouri
$404 13 +13 New
FFA
160
Farther Finance Advisors
California
$399 13 -12 -48%
CT
161
Clearstead Trust
Maine
$215 7 +7 New
MCM
162
MAI Capital Management
Ohio
$185 6 +6 New
PFBT
163
Parkside Financial Bank & Trust
Missouri
$154 5 -17 -77%
AWM
164
Abound Wealth Management
Tennessee
$123 4 – –
SIC
165
SJS Investment Consulting
Ohio
$31 1 -7 -88%
CF
166
Corebridge Financial
Texas
– – -12,275 Closed
Two Sigma Advisers
167
Two Sigma Advisers
New York
– – -12,000 Closed
PTC
168
Petrus Trust Company
Texas
– – -11,534 Closed
Amundi
169
Amundi
France
– – -9,579 Closed
HW
170
Hancock Whitney
Mississippi
– – -9,184 Closed
Two Sigma Investments
171
Two Sigma Investments
New York
– – -8,065 Closed
SEI Investments
172
SEI Investments
Pennsylvania
– – -6,322 Closed
Lido Advisors
173
Lido Advisors
California
– – -6,318 Closed
MM
174
MQS Management
New York
– – -6,104 Closed
OQS
175
Occudo Quantitative Strategies
Florida
– – -6,059 Closed
4 5 6
7
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