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CBRE Group

986 hedge funds and large institutions have $38.1B invested in CBRE Group in 2025 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 346 increasing their positions, 373 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more call options, than puts

Call options by funds: $227M | Put options by funds: $17.5M

76% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 75

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

5% more funds holding

Funds holding: 943986 (+43)

1.13% more ownership

Funds ownership: 96.05%97.19% (+1.1%)

1% less capital invested

Capital invested by funds: $38.6B → $38.1B (-$463M)

7% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 373

Holders
986
Holders Change
+43
Holders Change %
+4.56%
% of All Funds
13.22%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.25%
New
132
Increased
346
Reduced
373
Closed
75
Calls
$227M
Puts
$17.5M
Net Calls
+$210M
Net Calls Change
+$174M
Name Holding Trade Value Shares
Change
Change in
Stake
A
401
Allianz
Germany
$2.14M -$414K -3,043 -16%
AWM
402
AE Wealth Management
Kansas
$2.13M +$56.8K +418 +3%
EDRH
403
Edmond de Rothschild Holding
Switzerland
$2.11M +$212K +1,557 +11%
JFGIW
404
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.11M +$156K +1,151 +8%
AAS
405
Avantax Advisory Services
Texas
$2.1M +$184K +1,357 +9%
CG
406
Caprock Group
Idaho
$2.08M +$665K +4,894 +44%
LSERS
407
Louisiana State Employees Retirement System
Louisiana
$2.08M -$40.8K -300 -2%
BBVA
408
Banco Bilbao Vizcaya Argentaria
Spain
$2.07M -$1.27M -9,374 -37%
HAIM
409
Hunter Associates Investment Management
Pennsylvania
$2.06M +$270K +1,990 +14%
MGP
410
Metis Global Partners
California
$2.05M +$233K +1,717 +12%
SAM
411
Securian Asset Management
Minnesota
$2.05M -$69K -508 -3%
AM
412
AGF Management
Ontario, Canada
$2.04M +$1.63M +12,016 +332%
AEPWM
413
Atlantic Edge Private Wealth Management
Florida
$2.04M +$2.12M +15,591 New
NB
414
Norinchukin Bank
Japan
$2.03M +$258K +1,901 +14%
CBTWT
415
Community Bank & Trust (Waco, Texas)
Texas
$1.97M -$9.51K -70 -0.5%
LOAMS
416
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.96M +$324K +2,381 +19%
KAS
417
Kestra Advisory Services
Texas
$1.96M -$84.1K -619 -4%
KeyBank National Association
418
KeyBank National Association
Ohio
$1.91M +$299K +2,201 +18%
WG
419
Winton Group
United Kingdom
$1.9M -$4.07M -29,927 -67%
MSRPS
420
Maryland State Retirement & Pension System
Maryland
$1.87M -$276K -2,034 -12%
Fuller & Thaler Asset Management
421
Fuller & Thaler Asset Management
California
$1.86M +$348K +2,560 +22%
GT
422
Greenleaf Trust
Michigan
$1.86M -$58.2K -428 -3%
QC
423
Quadrature Capital
United Kingdom
$1.86M +$1.2M +8,815 +163%
FMWA
424
Forvis Mazars Wealth Advisors
Missouri
$1.85M +$21.9K +161 +1%
Commonwealth Equity Services
425
Commonwealth Equity Services
Massachusetts
$1.85M +$381K +2,807 +25%

CBRE Hedge Fund Activity: Q1 2025 in Review

986 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q1 2025, worth a combined $38.1B — down 1.2% from $38.6B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new CBRE positions and 75 closed out — a net gain of 57 holders — while 346 added to existing stakes and 373 trimmed.

The largest buyer was Alphinity Investment Management, adding an estimated $517M. The largest seller was Generation Investment Management, exiting entirely with an estimated $419M sold.

  • 986 institutional investors held CBRE Group (CBRE) as of Q1 2025, up from 943 in Q4 2024.
  • Funds reported $38.1B of CBRE Group stock for Q1 2025, down 1.2% quarter-over-quarter.
  • 132 funds opened new CBRE Group positions in Q1 2025 and 75 closed out, a net change of +57 holders.
  • The largest CBRE Group buyer in Q1 2025 was Alphinity Investment Management, an estimated $517M added.
  • The largest CBRE Group seller in Q1 2025 was Generation Investment Management, an estimated $419M sold.

Based on aggregated 13F filings for Q1 2025.