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Marcus & Millichap

169 hedge funds and large institutions have $709M invested in Marcus & Millichap in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 55

0.61% more ownership

Funds ownership: 58.62%59.23% (+0.61%)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

1% less funds holding

Funds holding: 170169 (-1)

10% less capital invested

Capital invested by funds: $791M → $709M (-$81.6M)

Holders
169
Holders Change
-1
Holders Change %
-0.59%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
62
Reduced
55
Closed
20
Calls
$18K
Puts
Net Calls
+$18K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
151
Arax Advisory Partners
Colorado
$1.54K +$1.52K +50 New
QL
152
Quarry LP
New York
$1.47K +$1.46K +48 New
TPWA
153
Twin Peaks Wealth Advisors
California
$1.32K +$1.33K +44 New
FPF
154
First Pacific Financial
Washington
$1.23K +$1.21K +40 New
RIL
155
Rothschild Investment LLC
Illinois
$1.23K
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$1.2K -$1.09K -36 -48%
VCM
157
Versant Capital Management
Arizona
$768
AF
158
Allworth Financial
California
$645 -$425 -14 -40%
NC
159
NewSquare Capital
Pennsylvania
$614 +$607 +20 New
FMII
160
Farmers & Merchants Investments Inc
Nebraska
$583
TWD
161
True Wealth Design
Ohio
$461 -$30 -1 -6%
Jones Financial Companies
162
Jones Financial Companies
Missouri
$404 +$395 +13 New
FFA
163
Farther Finance Advisors
California
$399 -$364 -12 -48%
EP
164
Essential Partners
California
$276 +$273 +9 New
CT
165
Clearstead Trust
Maine
$215 +$212 +7 New
MCM
166
MAI Capital Management
Ohio
$185 +$182 +6 New
PFBT
167
Parkside Financial Bank & Trust
Missouri
$154 -$516 -17 -77%
AWM
168
Abound Wealth Management
Tennessee
$123
SIC
169
SJS Investment Consulting
Ohio
$31 -$212 -7 -88%
CF
170
Corebridge Financial
Texas
-$423K -12,275 Closed
Two Sigma Advisers
171
Two Sigma Advisers
New York
-$413K -12,000 Closed
PTC
172
Petrus Trust Company
Texas
-$397K -11,534 Closed
Amundi
173
Amundi
France
-$307K -9,579 Closed
HW
174
Hancock Whitney
Mississippi
-$316K -9,184 Closed
Two Sigma Investments
175
Two Sigma Investments
New York
-$278K -8,065 Closed

MMI Hedge Fund Activity: Q2 2025 in Review

169 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Marcus & Millichap (MMI) for Q2 2025, worth a combined $709M — down 10% from $791M a quarter earlier.

Fund positioning in MMI was balanced in Q2 2025: 20 funds opened new positions, 20 closed out, 62 added to existing stakes and 55 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.74M. The largest seller was Ameriprise, cutting an estimated $6.61M.

  • 169 institutional investors held Marcus & Millichap (MMI) as of Q2 2025, down from 170 in Q1 2025.
  • Funds reported $709M of Marcus & Millichap stock for Q2 2025, down 10% quarter-over-quarter.
  • 20 funds opened new Marcus & Millichap positions in Q2 2025 and 20 closed out, a net change of 0 holders.
  • The largest Marcus & Millichap buyer in Q2 2025 was Royal Bank of Canada, an estimated $3.74M added.
  • The largest Marcus & Millichap seller in Q2 2025 was Ameriprise, an estimated $6.61M sold.

Based on aggregated 13F filings for Q2 2025.