We are live on ! Find out more
CBRE icon

CBRE Group

1,058 hedge funds and large institutions have $44.4B invested in CBRE Group in 2025 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 403 increasing their positions, 366 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $75.1M | Put options by funds: $38.6M

92% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 65

10% more capital invested

Capital invested by funds: $40.2B → $44.4B (+$4.17B)

10% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 366

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

5% more funds holding

Funds holding: 1,0121,058 (+46)

1.57% less ownership

Funds ownership: 96.23%94.67% (-1.6%)

Holders
1,058
Holders Change
+46
Holders Change %
+4.55%
% of All Funds
13.89%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
125
Increased
403
Reduced
366
Closed
65
Calls
$75.1M
Puts
$38.6M
Net Calls
+$36.5M
Net Calls Change
+$5.57M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
501
Centersquare Investment Management
Pennsylvania
$1.64M +$195K +1,260 +14%
MFG
502
Merit Financial Group
Georgia
$1.61M -$15.8K -102 -1%
CIBC Private Wealth Group
503
CIBC Private Wealth Group
Georgia
$1.6M +$268K +1,730 +21%
SSWM
504
Smith Salley Wealth Management
North Carolina
$1.58M +$896K +5,790 +136%
B
505
Bailard
California
$1.53M +$250K +1,617 +20%
AF
506
Aviso Financial
Ontario, Canada
$1.51M +$25.4K +164 +2%
CFG
507
Chapman Financial Group
Hawaii
$1.5M
GITFIT
508
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.48M -$15.5K -100 -1%
NMIMC
509
Northwestern Mutual Investment Management Company
Wisconsin
$1.47M -$4.02K -26 -0.3%
WIS
510
Wright Investors Service
Connecticut
$1.47M -$529K -3,421 -27%
CA
511
Clearstead Advisors
Ohio
$1.46M +$58K +375 +4%
CL
512
Choreo LLC
Illinois
$1.46M -$135K -873 -9%
3IP
513
3Chopt Investment Partners
Virginia
$1.46M -$21.8K -141 -2%
ECM
514
Everence Capital Management
Indiana
$1.43M +$266K +1,717 +23%
HRC
515
Hoertkorn Richard Charles
$1.43M -$116K -752 -7%
CCM
516
Condor Capital Management
New Jersey
$1.42M +$5.41K +35 +0.4%
P
517
Pitcairn
Pennsylvania
$1.42M -$354K -2,290 -20%
QCG
518
Quadrant Capital Group
Ohio
$1.41M +$18.6K +120 +1%
CPC
519
Cookson Peirce & Co
Pennsylvania
$1.41M +$197K +1,271 +17%
DFA
520
Delta Financial Advisors
Louisiana
$1.37M
HC
521
Hurley Capital
New York
$1.37M +$773 +5 +0.1%
ATPW
522
Ashton Thomas Private Wealth
Arizona
$1.36M +$125K +806 +10%
AGWCA
523
Annis Gardner Whiting Capital Advisors
Florida
$1.35M +$1.22M +7,906 +1,161%
VAS
524
Vestmark Advisory Solutions
Massachusetts
$1.35M -$1.13M -7,314 -46%
OIA
525
OneDigital Investment Advisors
Kansas
$1.34M -$72.9K -471 -5%

CBRE Hedge Fund Activity: Q3 2025 in Review

1,058 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q3 2025, worth a combined $44.4B — up 10% from $40.2B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new CBRE positions and 65 closed out — a net gain of 60 holders — while 403 added to existing stakes and 366 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $618M. The largest seller was Harris Associates, cutting an estimated $341M.

  • 1,058 institutional investors held CBRE Group (CBRE) as of Q3 2025, up from 1,012 in Q2 2025.
  • Funds reported $44.4B of CBRE Group stock for Q3 2025, up 10% quarter-over-quarter.
  • 125 funds opened new CBRE Group positions in Q3 2025 and 65 closed out, a net change of +60 holders.
  • The largest CBRE Group buyer in Q3 2025 was Fidelity Investments, an estimated $618M added.
  • The largest CBRE Group seller in Q3 2025 was Harris Associates, an estimated $341M sold.

Based on aggregated 13F filings for Q3 2025.