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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
NW
551
NewEdge Wealth
Pennsylvania
$733K +$36.3K +267 +5%
GC
552
Gilbert & Cook
Iowa
$730K +$17.9K +132 +2%
JF
553
Jump Financial
Illinois
$728K +$756K +5,564 New
AWM
554
Apollon Wealth Management
South Carolina
$726K -$43.1K -317 -5%
PAM
555
Panagora Asset Management
Massachusetts
$716K +$272 +2 +0%
GSB
556
Greenfield Savings Bank
Massachusetts
$714K +$43.6K +321 +6%
SWP
557
Stratos Wealth Partners
Ohio
$707K -$197K -1,448 -21%
VAS
558
Vestmark Advisory Solutions
Massachusetts
$700K -$113K -832 -13%
S
559
SignatureFD
Georgia
$692K +$29.4K +216 +4%
AWS
560
Atria Wealth Solutions
New York
$688K -$698K -5,138 -49%
MSA
561
MUFG Securities Americas
New York
$684K +$107K +791 +18%
PCIA
562
Prime Capital Investment Advisors
Kansas
$683K +$246K +1,809 +53%
ATC
563
Argent Trust Co
Tennessee
$681K +$27.9K +205 +4%
MWM
564
Meridian Wealth Management
Kentucky
$674K -$5.71K -42 -0.8%
PAG
565
Private Advisor Group
New Jersey
$672K -$301K -2,215 -30%
SCA
566
Snowden Capital Advisors
New York
$666K -$89.5K -659 -11%
BHPW
567
Beverly Hills Private Wealth
California
$663K +$12.6K +93 +2%
EW
568
Evoke Wealth
California
$660K +$87.2K +642 +15%
MYAM
569
Meiji Yasuda Asset Management
Japan
$654K -$39.5K -291 -5%
CAM
570
Creekmur Asset Management
Illinois
$646K +$671K +4,936 +164,533%
Impax Asset Management Group
571
Impax Asset Management Group
United Kingdom
$646K -$4.58M -33,716 -87%
NP
572
NorthRock Partners
Minnesota
$637K +$23.6K +174 +4%
CCMG
573
Clark Capital Management Group
Pennsylvania
$634K -$17K -125 -3%
Janney Montgomery Scott
574
Janney Montgomery Scott
Pennsylvania
$631K -$62.8K -462 -9%
ET
575
Entropy Technologies
New York
$629K +$653K +4,807 New

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.