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Marcus & Millichap

167 hedge funds and large institutions have $709M invested in Marcus & Millichap in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
61
Reduced
54
Closed
20
Calls
$18K
Puts
Net Calls
+$18K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$119M +$2.8M +91,172 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$116M -$1.5M -48,738 -1%
RP
3
Reinhart Partners
Wisconsin
$68M +$1.59M +51,844 +2%
RA
4
Royce & Associates
New York
$56.6M +$2.64M +85,876 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$48M -$1.66M -53,962 -3%
State Street
6
State Street
Massachusetts
$28.2M -$3.01K -98 -0%
TCM
7
Tributary Capital Management
Nebraska
$21.4M +$1.98M +64,392 +10%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$21.1M -$3.06M -99,545 -13%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$19.2M +$363K +11,819 +2%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$19.2M -$738K -24,016 -4%
Pzena Investment Management
11
Pzena Investment Management
New York
$18.9M +$1.17M +38,159 +7%
Charles Schwab
12
Charles Schwab
California
$11.6M -$887K -28,895 -7%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$10.9M -$394K -12,827 -4%
Jennison Associates
14
Jennison Associates
New York
$8.68M +$594K +19,351 +7%
Northern Trust
15
Northern Trust
Illinois
$7.95M +$492K +16,010 +7%
DRZID
16
DePrince Race & Zollo Inc (DRZ)
Florida
$6.83M -$378K -12,295 -5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$6.45M +$2.79M +90,737 +76%
Morgan Stanley
18
Morgan Stanley
New York
$6.27M +$529K +17,238 +9%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$5.92M +$531K +17,290 +10%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$5.73M -$110K -3,584 -2%
HCA
21
Harbor Capital Advisors
Illinois
$5.7M -$188K -6,132 -3%
SI
22
Sprott Inc
Ontario, Canada
$5.22M -$123K -4,000 -2%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$5.16M -$18.2K -593 -0.4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.94M +$3.78M +123,232 +2,462%
Principal Financial Group
25
Principal Financial Group
Iowa
$3.68M -$645 -21 -0%