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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
FMII
176
Farmers & Merchants Investments Inc
Nebraska
$519
MCM
177
Manchester Capital Management
Vermont
$492 +$521 +18 New
MCM
178
MAI Capital Management
Ohio
$437 +$463 +16 New
LFG
179
Larson Financial Group
Missouri
$409 -$2.34K -81 -84%
Jones Financial Companies
180
Jones Financial Companies
Missouri
$355
PA
181
Parallel Advisors
California
$300 -$2.72K -94 -90%
SS
182
Sunbelt Securities
Texas
$246 +$260 +9 New
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$164 -$1.45K -50 -89%
PFBT
184
Parkside Financial Bank & Trust
Missouri
$137
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$136 +$145 +5 New
TWD
186
True Wealth Design
Ohio
$110 -$550 -19 -83%
AWM
187
Abound Wealth Management
Tennessee
$110
DF
188
Dunhill Financial
United Kingdom
$38 +$29 +1 New
AAP
189
Arax Advisory Partners
Colorado
$27 -$33.2K -1,147 -100%
RFP
190
Root Financial Partners
California
$27
CMA
191
Cedar Mountain Advisors
Oregon
$27 +$29 +1 New
RP
192
Reinhart Partners
Wisconsin
-$64.8M -2,208,439 Closed
Wellington Management Group
193
Wellington Management Group
Massachusetts
-$9.54M -325,204 Closed
Arrowstreet Capital
194
Arrowstreet Capital
Massachusetts
-$2.08M -70,943 Closed
HCA
195
Harbor Capital Advisors
Illinois
-$1.53M -52,016 Closed
Verition Fund Management
196
Verition Fund Management
Connecticut
-$694K -23,656 Closed
OAM
197
Oppenheimer Asset Management
New York
-$643K -21,896 Closed
P
198
&Partners
Tennessee
-$466K -15,889 Closed
P
199
Pitcairn
Pennsylvania
-$310K -10,549 Closed
Handelsbanken Fonder
200
Handelsbanken Fonder
Sweden
-$254K -8,666 Closed