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Marcus & Millichap

170 hedge funds and large institutions have $791M invested in Marcus & Millichap in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

3% more funds holding

Funds holding: 165170 (+5)

0.2% less ownership

Funds ownership: 58.82%58.62% (-0.2%)

9% less capital invested

Capital invested by funds: $873M → $791M (-$82.7M)

12% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 65

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
170
Holders Change
+5
Holders Change %
+3.03%
% of All Funds
2.28%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
57
Reduced
65
Closed
11
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$414K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$131M -$569K -15,446 -0.4%
BlackRock
2
BlackRock
New York
$130M -$1.21M -32,811 -0.9%
RP
3
Reinhart Partners
Wisconsin
$74.5M +$9.33M +253,444 +13%
RA
4
Royce & Associates
New York
$60.6M -$16.2M -440,489 -20%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$55.7M -$3.32M -90,101 -5%
State Street
6
State Street
Massachusetts
$31.8M -$1.79M -48,639 -5%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$27.1M -$2.79M -75,659 -9%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$22.4M -$379K -10,287 -2%
TCM
9
Tributary Capital Management
Nebraska
$21.8M -$839K -22,780 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$21.2M +$612K +16,624 +3%
Pzena Investment Management
11
Pzena Investment Management
New York
$19.9M -$4.64K -126 -0%
Charles Schwab
12
Charles Schwab
California
$14M +$132K +3,577 +0.9%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$12.6M -$107K -2,910 -0.8%
Ameriprise
14
Ameriprise
Minnesota
$10.2M +$8.85M +240,466 +422%
Jennison Associates
15
Jennison Associates
New York
$9.07M -$46.1K -1,253 -0.5%
Northern Trust
16
Northern Trust
Illinois
$8.36M -$221K -6,015 -2%
DRZID
17
DePrince Race & Zollo Inc (DRZ)
Florida
$8.08M +$249K +6,771 +3%
HCA
18
Harbor Capital Advisors
Illinois
$6.6M +$1.44M +39,235 +26%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$6.55M -$115K -3,119 -2%
Morgan Stanley
20
Morgan Stanley
New York
$6.44M -$372K -10,109 -5%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$6.04M +$6.46M +175,460 New
SI
22
Sprott Inc
Ontario, Canada
$5.99M +$147K +4,000 +2%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$5.81M +$468K +12,717 +8%
Goldman Sachs
24
Goldman Sachs
New York
$4.59M -$1.82M -49,483 -27%
Citadel Advisors
25
Citadel Advisors
Florida
$4.23M -$255K -6,919 -5%

MMI Hedge Fund Activity: Q1 2025 in Review

170 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in Marcus & Millichap (MMI) for Q1 2025, worth a combined $791M — down 9.5% from $873M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MMI positions and 11 closed out — a net gain of 6 holders — while 57 added to existing stakes and 65 trimmed.

The largest buyer was Reinhart Partners, adding an estimated $9.33M. The largest seller was Royce & Associates, cutting an estimated $16.2M.

  • 170 institutional investors held Marcus & Millichap (MMI) as of Q1 2025, up from 165 in Q4 2024.
  • Funds reported $791M of Marcus & Millichap stock for Q1 2025, down 9.5% quarter-over-quarter.
  • 17 funds opened new Marcus & Millichap positions in Q1 2025 and 11 closed out, a net change of +6 holders.
  • The largest Marcus & Millichap buyer in Q1 2025 was Reinhart Partners, an estimated $9.33M added.
  • The largest Marcus & Millichap seller in Q1 2025 was Royce & Associates, an estimated $16.2M sold.

Based on aggregated 13F filings for Q1 2025.