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CBRE Group

1,013 hedge funds and large institutions have $40.2B invested in CBRE Group in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 367 increasing their positions, 400 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $52.6M | Put options by funds: $21.6M

48% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 79

5% more capital invested

Capital invested by funds: $38.1B → $40.2B (+$2.09B)

3% more funds holding

Funds holding: 9861,013 (+27)

0.95% less ownership

Funds ownership: 97.19%96.23% (-0.95%)

8% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 400

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

Holders
1,013
Holders Change
+27
Holders Change %
+2.74%
% of All Funds
13.34%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.18%
New
117
Increased
367
Reduced
400
Closed
79
Calls
$52.6M
Puts
$21.6M
Net Calls
+$31M
Net Calls Change
-$179M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
551
SkyView Investment Advisors
New Jersey
$926K -$8.22K -65 -1%
EI
552
Ellevest Inc
New York
$915K -$89.4K -707 -10%
Wolverine Trading
553
Wolverine Trading
Illinois
$913K +$555K +4,388 +203%
RCAG
554
Rehmann Capital Advisory Group
Michigan
$912K +$43.1K +341 +6%
MSA
555
MUFG Securities Americas
New York
$912K +$161K +1,276 +24%
SC
556
Syon Capital
California
$903K +$84.9K +671 +12%
AWM
557
Avior Wealth Management
Nebraska
$903K +$756K +5,979 +1,280%
MAS
558
Meeder Advisory Services
Ohio
$887K +$44.6K +353 +6%
MGWM
559
Marks Group Wealth Management
Minnesota
$867K +$29.1K +230 +4%
HCA
560
Harbor Capital Advisors
Illinois
$866K -$4.68K -37 -0.6%
TAM
561
Tocqueville Asset Management
New York
$861K +$20K +158 +3%
GC
562
Gilbert & Cook
Iowa
$853K +$64.2K +508 +9%
SC
563
Savant Capital
Illinois
$847K +$4.05K +32 +0.5%
CF
564
Copperwynd Financial
Arizona
$846K +$7.97K +63 +1%
HA
565
Harbor Advisors
Florida
$841K
CWM
566
Cornerstone Wealth Management
Missouri
$836K -$29.5K -233 -4%
GSB
567
Greenfield Savings Bank
Massachusetts
$832K +$60.8K +481 +9%
NW
568
NewEdge Wealth
Pennsylvania
$828K -$30.4K -240 -4%
LFA
569
Legacy Financial Advisors
Kentucky
$794K +$509K +4,029 +246%
CCM
570
Coldstream Capital Management
Washington
$788K +$178K +1,409 +33%
Cambridge Investment Research Advisors
571
Cambridge Investment Research Advisors
Iowa
$778K -$234K -1,852 -25%
SRC
572
Shufro Rose & Co
New York
$753K -$126K -1,000 -15%
AWM
573
Apollon Wealth Management
South Carolina
$749K -$26.7K -211 -4%
S
574
SignatureFD
Georgia
$745K +$3.54K +28 +0.5%
SWP
575
Stratos Wealth Partners
Ohio
$745K -$11.3K -89 -2%

CBRE Hedge Fund Activity: Q2 2025 in Review

1,013 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q2 2025, worth a combined $40.2B — up 5.5% from $38.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new CBRE positions and 79 closed out — a net gain of 38 holders — while 367 added to existing stakes and 400 trimmed.

The largest buyer was Millennium Management, adding an estimated $213M. The largest seller was Fidelity Investments, cutting an estimated $320M.

  • 1,013 institutional investors held CBRE Group (CBRE) as of Q2 2025, up from 986 in Q1 2025.
  • Funds reported $40.2B of CBRE Group stock for Q2 2025, up 5.5% quarter-over-quarter.
  • 117 funds opened new CBRE Group positions in Q2 2025 and 79 closed out, a net change of +38 holders.
  • The largest CBRE Group buyer in Q2 2025 was Millennium Management, an estimated $213M added.
  • The largest CBRE Group seller in Q2 2025 was Fidelity Investments, an estimated $320M sold.

Based on aggregated 13F filings for Q2 2025.