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Marcus & Millichap

192 hedge funds and large institutions have $596M invested in Marcus & Millichap in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 61 increasing their positions, 61 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 24

10% more funds holding

Funds holding: 175192 (+17)

0% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 61

2.39% less ownership

Funds ownership: 58.51%56.12% (-2.4%)

11% less capital invested

Capital invested by funds: $670M → $596M (-$74M)

Holders
192
Holders Change
+17
Holders Change %
+9.71%
% of All Funds
2.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
61
Reduced
61
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
151
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.8K +$723 +25 +4%
UB
152
UMB Bank
Missouri
$17.5K +$2.98K +103 +19%
PWPS
153
Pinnacle Wealth Planning Services
Ohio
$14.3K +$15.2K +524 New
QL
154
Quarry LP
New York
$11.5K +$4.92K +170 +68%
BNP Paribas Asset Management
155
BNP Paribas Asset Management
France
$11K +$2.69K +93 +30%
S
156
SignatureFD
Georgia
$8.32K
SC
157
SouthState Corp
Florida
$4.99K +$5.29K +183 New
GRP
158
Global Retirement Partners
California
$4.48K
GI
159
GAMMA Investing
California
$4.42K -$4.97K -172 -51%
Los Angeles Capital Management
160
Los Angeles Capital Management
California
$3.66K +$3.65K +126 New
AF
161
Allworth Financial
California
$3.52K +$174 +6 +5%
SAM
162
Smartleaf Asset Management
Massachusetts
$3.26K -$983 -34 -22%
VCM
163
Versant Capital Management
Arizona
$3.25K -$87 -3 -2%
QCG
164
Quadrant Capital Group
Ohio
$3.19K
DB
165
Danske Bank
Denmark
$2.73K
Group One Trading
166
Group One Trading
Illinois
$2.73K
Osaic Holdings
167
Osaic Holdings
Arizona
$2.73K -$108K -3,745 -97%
Optiver Holding
168
Optiver Holding
Netherlands
$1.97K -$521 -18 -20%
SAG
169
SageView Advisory Group
California
$1.91K +$2.02K +70 New
EP
170
Essential Partners
California
$1.88K -$5.81K -201 -74%
DE
171
DV Equities
Illinois
$1.47K +$1.56K +54 New
IA
172
IFP Advisors
Florida
$1.15K +$289 +10 +31%
BFS
173
Bare Financial Services
Pennsylvania
$982 +$1.04K +36 New
RIL
174
Rothschild Investment LLC
Illinois
$628 -$665 -23 -50%
FFA
175
Farther Finance Advisors
California
$600 +$202 +7 +47%