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Marcus & Millichap

170 hedge funds and large institutions have $588M invested in Marcus & Millichap in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 45 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$36.8M
2 +$8.59M
3 +$6.32M
4
Two Sigma Investments
Two Sigma Investments
New York
+$5.55M
5
CI
CX Institutional
Indiana
+$5.48M

Top Sellers

1 -$10.5M
2 -$8.67M
3 -$7.66M
4
Jane Street
Jane Street
New York
-$7.36M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$5.82M
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
151
Root Financial Partners
California
$1.75K
Optiver Holding
152
Optiver Holding
Netherlands
$1.7K
PFBT
153
Parkside Financial Bank & Trust
Missouri
$1.33K
PA
154
Parallel Advisors
California
$1.09K
WPA
155
Wealth Preservation Advisors
Tennessee
$1.06K
TWD
156
True Wealth Design
Ohio
$958
SIC
157
SJS Investment Consulting
Ohio
$958
PWA
158
Physician Wealth Advisors
Utah
$958
CMA
159
Cedar Mountain Advisors
Oregon
$745
BIA
160
Bell Investment Advisors
California
$532
FMII
161
Farmers & Merchants Investments Inc
Nebraska
$399
MPWT
162
MassMutual Private Wealth & Trust
Connecticut
$399
ZBNA
163
Zions Bancorporation, National Association
Utah
$399
AW
164
Ankerstar Wealth
Texas
$348
GWM
165
Gilpin Wealth Management
Colorado
$346
ASN
166
Advisory Services Network
Georgia
$186
AAP
167
Arax Advisory Partners
Colorado
$80
DF
168
Dunhill Financial
United Kingdom
$37
FGP
169
Freestone Grove Partners
California
$27
TPWA
170
Twin Peaks Wealth Advisors
California
$27
Lord, Abbett & Co
171
Lord, Abbett & Co
New Jersey
Jennison Associates
172
Jennison Associates
New York
Jane Street
173
Jane Street
New York
Hotchkis & Wiley Capital Management
174
Hotchkis & Wiley Capital Management
California
Marshall Wace
175
Marshall Wace
United Kingdom