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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
VW
526
Vance Wealth
California
$923K -$202K -1,490 -17%
USAA
527
United Services Automobile Association
Texas
$916K +$962K +7,079 New
BS
528
Banco Santander
Spain
$909K -$65.2K -480 -6%
B
529
Bailard
California
$904K +$76.4K +562 +9%
SRC
530
Shufro Rose & Co
New York
$884K -$67.9K -500 -7%
SIA
531
SkyView Investment Advisors
New Jersey
$878K +$61.6K +453 +7%
QC
532
Quantessence Capital
New York
$863K +$897K +6,600 New
VI
533
Vestcor Inc
New Brunswick, Canada
$833K +$1.63K +12 +0.2%
PP
534
Prudential plc
United Kingdom
$830K
SOW
535
State of Wyoming
Wyoming
$818K +$165K +1,211 +24%
CPBTD
536
Central Pacific Bank - Trust Division
Hawaii
$818K +$768K +5,655 +943%
HCA
537
Harbor Capital Advisors
Illinois
$813K +$845K +6,215 New
CWM
538
Cornerstone Wealth Management
Missouri
$811K -$27.7K -204 -3%
RCAG
539
Rehmann Capital Advisory Group
Michigan
$807K +$35.1K +258 +4%
ATPW
540
Ashton Thomas Private Wealth
Arizona
$804K +$83.7K +616 +11%
LJAC
541
L.J. Altfest & Co
New York
$801K +$832K +6,125 New
SC
542
Savant Capital
Illinois
$787K -$117K -859 -12%
HA
543
Harbor Advisors
Florida
$785K
TAM
544
Tocqueville Asset Management
New York
$783K +$58.7K +432 +8%
CF
545
Copperwynd Financial
Arizona
$782K +$84.7K +623 +12%
MAS
546
Meeder Advisory Services
Ohio
$781K +$88.2K +649 +12%
MGWM
547
Marks Group Wealth Management
Minnesota
$779K +$4.89K +36 +0.6%
BIM
548
Bridges Investment Management
Nebraska
$775K
SC
549
Syon Capital
California
$755K +$80.9K +595 +11%
AC
550
Allstate Corporation
Illinois
$755K -$459K -3,380 -37%

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.