We are live on ! Find out more
CBRE icon

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
IMCOOI
501
Investment Management Corp of Ontario (IMCO)
Canada
$1.13M -$3.09M -22,723 -72%
BP
502
Ballentine Partners
Massachusetts
$1.12M +$96.1K +707 +9%
QCG
503
Quadrant Capital Group
Ohio
$1.11M +$409K +3,007 +55%
UFF
504
USA Financial Formulas
Michigan
$1.1M +$1.14M +8,415 New
HFS
505
Hantz Financial Services
Michigan
$1.1M +$13.2K +97 +1%
BTI
506
Blue Trust Inc
Georgia
$1.09M +$208K +1,531 +23%
GC
507
Guggenheim Capital
Illinois
$1.08M -$337K -2,478 -23%
CA
508
Clearstead Advisors
Ohio
$1.06M -$69K -508 -6%
VCA
509
Verdence Capital Advisors
Maryland
$1.06M +$13.9K +102 +1%
N
510
Natixis
France
$1.06M -$11.5M -84,669 -91%
SI
511
Seeds Investor
New York
$1.06M +$5.03K +37 +0.5%
SW
512
SVB Wealth
Massachusetts
$1.05M +$114K +840 +12%
VSQM
513
V-Square Quantitative Management
Illinois
$1.04M +$39.8K +293 +4%
AUB
514
Atlantic Union Bankshares
Virginia
$1.03M -$67.4K -496 -6%
BOTPPF
515
Board of the Pension Protection Fund
United Kingdom
$981K +$1.02M +7,500 New
SWM
516
Shelton Wealth Management
Texas
$972K -$31K -228 -3%
CPC
517
Cookson Peirce & Co
Pennsylvania
$972K +$326K +2,401 +48%
Cambridge Investment Research Advisors
518
Cambridge Investment Research Advisors
Iowa
$968K +$178K +1,310 +21%
ECM
519
Everence Capital Management
Indiana
$964K
CIBC Private Wealth Group
520
CIBC Private Wealth Group
Georgia
$956K +$34.4K +253 +3%
HNB
521
Huntington National Bank
Ohio
$956K +$20.1K +148 +2%
EI
522
Ellevest Inc
New York
$947K -$5.57K -41 -0.6%
BCM
523
Bayesian Capital Management
New York
$942K +$548K +4,030 +127%
CL
524
Choreo LLC
Illinois
$933K -$295K -2,168 -23%
JCM
525
Jacobi Capital Management
Pennsylvania
$924K +$58.8K +433 +7%

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.