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CBRE Group

1,002 hedge funds and large institutions have $40.1B invested in CBRE Group in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 362 increasing their positions, 394 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,002
Holders Change
+28
Holders Change %
+2.87%
% of All Funds
13.43%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.19%
New
119
Increased
362
Reduced
394
Closed
76
Calls
$52.6M
Puts
$21.6M
Net Calls
+$31M
Net Calls Change
-$179M
Name Holding Trade Value Shares
Change
Shares
Change %
MSA
551
MUFG Securities Americas
New York
$912K +$179K +1,276 +24%
SC
552
Syon Capital
California
$903K +$94K +671 +12%
AWM
553
Avior Wealth Management
Nebraska
$903K +$838K +5,979 +1,280%
MAS
554
Meeder Advisory Services
Ohio
$887K +$49.5K +353 +6%
MGWM
555
Marks Group Wealth Management
Minnesota
$867K +$32.2K +230 +4%
HCA
556
Harbor Capital Advisors
Illinois
$866K -$5.19K -37 -0.6%
TAM
557
Tocqueville Asset Management
New York
$861K +$22.1K +158 +3%
GC
558
Gilbert & Cook
Iowa
$853K +$71.2K +508 +9%
CF
559
Copperwynd Financial
Arizona
$846K +$8.83K +63 +1%
HA
560
Harbor Advisors
Florida
$841K
CWM
561
Cornerstone Wealth Management
Missouri
$836K -$32.6K -233 -4%
GSB
562
Greenfield Savings Bank
Massachusetts
$832K +$67.4K +481 +9%
NW
563
NewEdge Wealth
Pennsylvania
$828K -$37K -240 -4%
LFA
564
Legacy Financial Advisors
Kentucky
$794K +$565K +4,029 +246%
CCM
565
Coldstream Capital Management
Washington
$788K +$197K +1,409 +33%
Cambridge Investment Research Advisors
566
Cambridge Investment Research Advisors
Iowa
$778K -$260K -1,852 -25%
SRC
567
Shufro Rose & Co
New York
$753K -$131K -1,000 -15%
AWM
568
Apollon Wealth Management
South Carolina
$749K -$29.6K -211 -4%
S
569
SignatureFD
Georgia
$745K +$3.92K +28 +0.5%
SWP
570
Stratos Wealth Partners
Ohio
$745K -$12.5K -89 -2%
PAG
571
Private Advisor Group
New Jersey
$741K +$21.4K +153 +3%
Jones Financial Companies
572
Jones Financial Companies
Missouri
$708K +$69.9K +501 +11%
SPA
573
Sherbrooke Park Advisers
New York
$708K +$346K +2,470 +96%
NP
574
NorthRock Partners
Minnesota
$695K +$12.6K +90 +2%
CCMG
575
Clark Capital Management Group
Pennsylvania
$691K +$11.4K +81 +2%