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Marcus & Millichap

167 hedge funds and large institutions have $709M invested in Marcus & Millichap in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
61
Reduced
54
Closed
20
Calls
$18K
Puts
Net Calls
+$18K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Shares
Change %
QL
151
Quarry LP
New York
$1.47K +$1.47K +48 New
TPWA
152
Twin Peaks Wealth Advisors
California
$1.32K +$1.32K +44 New
FPF
153
First Pacific Financial
Washington
$1.23K +$1.23K +40 New
RIL
154
Rothschild Investment LLC
Illinois
$1.23K
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$1.2K -$1.11K -36 -48%
VCM
156
Versant Capital Management
Arizona
$768
AF
157
Allworth Financial
California
$645 -$430 -14 -40%
NC
158
NewSquare Capital
Pennsylvania
$614 +$614 +20 New
FMII
159
Farmers & Merchants Investments Inc
Nebraska
$583
TWD
160
True Wealth Design
Ohio
$461 -$31 -1 -6%
Jones Financial Companies
161
Jones Financial Companies
Missouri
$404 +$404 +13 New
FFA
162
Farther Finance Advisors
California
$399 -$368 -12 -48%
CT
163
Clearstead Trust
Maine
$215 +$215 +7 New
MCM
164
MAI Capital Management
Ohio
$185 +$185 +6 New
PFBT
165
Parkside Financial Bank & Trust
Missouri
$154 -$524 -17 -77%
AWM
166
Abound Wealth Management
Tennessee
$123
SIC
167
SJS Investment Consulting
Ohio
$31 -$217 -7 -88%
CF
168
Corebridge Financial
Texas
-$423K -12,275 Closed
Two Sigma Advisers
169
Two Sigma Advisers
New York
-$413K -12,000 Closed
PTC
170
Petrus Trust Company
Texas
-$397K -11,534 Closed
Amundi
171
Amundi
France
-$307K -9,579 Closed
HW
172
Hancock Whitney
Mississippi
-$316K -9,184 Closed
Two Sigma Investments
173
Two Sigma Investments
New York
-$278K -8,065 Closed
SEI Investments
174
SEI Investments
Pennsylvania
-$218K -6,322 Closed
Lido Advisors
175
Lido Advisors
California
-$219K -6,318 Closed