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CBRE Group

1,013 hedge funds and large institutions have $40.2B invested in CBRE Group in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 367 increasing their positions, 400 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $52.6M | Put options by funds: $21.6M

48% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 79

5% more capital invested

Capital invested by funds: $38.1B → $40.2B (+$2.09B)

3% more funds holding

Funds holding: 9861,013 (+27)

0.95% less ownership

Funds ownership: 97.19%96.23% (-0.95%)

8% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 400

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

Holders
1,013
Holders Change
+27
Holders Change %
+2.74%
% of All Funds
13.34%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.18%
New
117
Increased
367
Reduced
400
Closed
79
Calls
$52.6M
Puts
$21.6M
Net Calls
+$31M
Net Calls Change
-$179M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
451
Carson Wealth (CWM LLC)
Nebraska
$1.89M -$1.03M -8,150 -38%
TRCT
452
Tower Research Capital (TRC)
New York
$1.89M +$392K +3,099 +30%
KAS
453
Kestra Advisory Services
Texas
$1.88M -$195K -1,543 -10%
BAMF
454
BI Asset Management Fondsmaeglerselskab
Denmark
$1.87M +$94.2K +745 +6%
AAS
455
Avantax Advisory Services
Texas
$1.86M -$350K -2,766 -17%
KOCAA
456
Knights of Columbus Asset Advisors
Connecticut
$1.85M +$239K +1,890 +17%
SAI
457
Systematic Alpha Investments
New Jersey
$1.85M
CF
458
Clarity Financial
Texas
$1.85M
SF
459
Synovus Financial
Georgia
$1.85M +$1.26K +10 +0.1%
EOJOAM
460
E. Ohman J:or Asset Management
Sweden
$1.82M
TPCW
461
TD Private Client Wealth
New York
$1.81M +$21.4K +169 +1%
SGA
462
Strategic Global Advisors
California
$1.79M +$87.3K +690 +6%
WIS
463
Wright Investors Service
Connecticut
$1.79M -$2.78K -22 -0.2%
DCM
464
Dean Capital Management
Kansas
$1.77M +$85.4K +675 +6%
BBA
465
Baader Bank Aktiengesellschaft
Germany
$1.74M +$1.57M +12,436 New
BJL
466
Brighton Jones LLC
Washington
$1.72M +$27.3K +216 +2%
SFA
467
Sequoia Financial Advisors
Ohio
$1.72M +$315K +2,487 +25%
WSFS
468
Wilmington Savings Fund Society
Delaware
$1.71M +$374K +2,954 +32%
FNBT
469
FineMark National Bank & Trust
Florida
$1.7M +$7.46K +59 +0.5%
CAU
470
Caxton Associates (UK)
$1.69M -$66.5K -526 -4%
PGCM
471
Prescott Group Capital Management
Oklahoma
$1.68M
NS
472
NBC Securities
Alabama
$1.64M +$31.1K +246 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
473
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.64M +$150K +1,190 +11%
VIA
474
Virtus Investment Advisers
Connecticut
$1.61M +$1.45M +11,480 New
AM
475
AGF Management
Ontario, Canada
$1.6M -$533K -4,214 -27%

CBRE Hedge Fund Activity: Q2 2025 in Review

1,013 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q2 2025, worth a combined $40.2B — up 5.5% from $38.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new CBRE positions and 79 closed out — a net gain of 38 holders — while 367 added to existing stakes and 400 trimmed.

The largest buyer was Millennium Management, adding an estimated $213M. The largest seller was Fidelity Investments, cutting an estimated $320M.

  • 1,013 institutional investors held CBRE Group (CBRE) as of Q2 2025, up from 986 in Q1 2025.
  • Funds reported $40.2B of CBRE Group stock for Q2 2025, up 5.5% quarter-over-quarter.
  • 117 funds opened new CBRE Group positions in Q2 2025 and 79 closed out, a net change of +38 holders.
  • The largest CBRE Group buyer in Q2 2025 was Millennium Management, an estimated $213M added.
  • The largest CBRE Group seller in Q2 2025 was Fidelity Investments, an estimated $320M sold.

Based on aggregated 13F filings for Q2 2025.