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Marcus & Millichap

168 hedge funds and large institutions have $789M invested in Marcus & Millichap in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+4
Holders Change %
+2.44%
% of All Funds
2.28%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
55
Reduced
64
Closed
12
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$414K
Name Holding Trade Value Shares
Change
Shares
Change %
RIL
151
Rothschild Investment LLC
Illinois
$1.38K +$345 +10 +33%
AF
152
Allworth Financial
California
$1.08K +$679 +22 +169%
FFA
153
Farther Finance Advisors
California
$873
VCM
154
Versant Capital Management
Arizona
$861 -$2.07K -60 -71%
PFBT
155
Parkside Financial Bank & Trust
Missouri
$759 +$518 +15 +214%
FMII
156
Farmers & Merchants Investments Inc
Nebraska
$655
PWA
157
Physician Wealth Advisors
Utah
$655 +$655 +19 New
CPG
158
Cornerstone Planning Group
New Jersey
$614 -$1.81K -59 -75%
TWD
159
True Wealth Design
Ohio
$552 +$552 +16 New
LFG
160
Larson Financial Group
Missouri
$448 -$2.55K -74 -85%
PA
161
Parallel Advisors
California
$379
SC
162
Stephens Consulting
Michigan
$345 +$345 +10 New
SIC
163
SJS Investment Consulting
Ohio
$276
AWM
164
Abound Wealth Management
Tennessee
$138 -$35 -1 -20%
IA
165
IFP Advisors
Florida
$69 -$77
DF
166
Dunhill Financial
United Kingdom
$61
JWA
167
JFS Wealth Advisors
Pennsylvania
$35
Norges Bank
168
Norges Bank
Norway
-$2.73M -71,284 Closed
ECM
169
ExodusPoint Capital Management
New York
-$1.18M -30,712 Closed
HF
170
HRT Financial
New York
-$636K -16,642 Closed
TPI
171
Trust Point Inc
Wisconsin
-$361K -9,444 Closed
FHB
172
First Hawaiian Bank
Hawaii
-$319K -8,326 Closed
Envestnet Portfolio Solutions
173
Envestnet Portfolio Solutions
Illinois
-$293K -7,660 Closed
ProShare Advisors
174
ProShare Advisors
Maryland
-$271K -7,085 Closed
SC
175
Savant Capital
Illinois
-$232K -6,063 Closed