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Marcus & Millichap

172 hedge funds and large institutions have $590M invested in Marcus & Millichap in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 80 increasing their positions, 45 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 45

2.2% more ownership

Funds ownership: 56.12%58.32% (+2.2%)

1% less capital invested

Capital invested by funds: $596M → $590M (-$5.89M)

10% less funds holding

Funds holding: 192172 (-20)

30% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 46

Holders
172
Holders Change
-20
Holders Change %
-10.42%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
80
Reduced
45
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$1.78K +$1.76K +67 New
RFP
152
Root Financial Partners
California
$1.75K +$1.71K +65 +6,500%
Optiver Holding
153
Optiver Holding
Netherlands
$1.7K -$211 -8 -11%
BWA
154
Basecamp Wealth Advisors
Washington
$1.65K +$1.63K +62 New
PFBT
155
Parkside Financial Bank & Trust
Missouri
$1.33K +$1.18K +45 +900%
PA
156
Parallel Advisors
California
$1.09K +$789 +30 +273%
WPA
157
Wealth Preservation Advisors
Tennessee
$1.06K +$1.05K +40 New
TWD
158
True Wealth Design
Ohio
$958 +$842 +32 +800%
PWA
159
Physician Wealth Advisors
Utah
$958 +$947 +36 New
SIC
160
SJS Investment Consulting
Ohio
$958 +$947 +36 New
CMA
161
Cedar Mountain Advisors
Oregon
$745 +$710 +27 +2,700%
BIA
162
Bell Investment Advisors
California
$532 +$526 +20 New
FMII
163
Farmers & Merchants Investments Inc
Nebraska
$399 -$105 -4 -21%
MPWT
164
MassMutual Private Wealth & Trust
Connecticut
$399 +$395 +15 New
ZBNA
165
Zions Bancorporation, National Association
Utah
$399 +$395 +15 New
AW
166
Ankerstar Wealth
Texas
$348 +$342 +13 New
GWM
167
Gilpin Wealth Management
Colorado
$346 +$342 +13 New
ASN
168
Advisory Services Network
Georgia
$186 +$184 +7 New
AAP
169
Arax Advisory Partners
Colorado
$80 +$53 +2 +200%
DF
170
Dunhill Financial
United Kingdom
$37
FGP
171
Freestone Grove Partners
California
$27 +$26 +1 New
TPWA
172
Twin Peaks Wealth Advisors
California
$27 +$26 +1 New
Lord, Abbett & Co
173
Lord, Abbett & Co
New Jersey
-$10.5M -383,133 Closed
Jennison Associates
174
Jennison Associates
New York
-$7.66M -280,730 Closed
Jane Street
175
Jane Street
New York
-$7.36M -269,722 Closed