CBRE icon

CBRE Group
CBRE

Overview Fund Activity

974 hedge funds and large institutions have $37.5B invested in CBRE Group in 2025 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 343 increasing their positions, 367 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
974
Holders Change
+42
Holders Change %
+4.51%
% of All Funds
13.23%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.26%
New
132
Increased
343
Reduced
367
Closed
75
Calls
$227M
Puts
$17.5M
Net Calls
+$210M
Net Calls Change
+$174M

Top Buyers

1
AIM
Alphinity Investment Management
Australia
+$498M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$351M
3
Morgan Stanley
Morgan Stanley
New York
+$126M
4
GFA
Gallagher Fiduciary Advisors
Illinois
+$123M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$97M

Top Sellers

1
GIM
Generation Investment Management
United Kingdom
-$419M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$251M
3
Harris Associates
Harris Associates
Illinois
-$143M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$105M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$96.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
576
Studio Investment Management
Illinois
$599K -$109K -833 -15%
Jones Financial Companies
577
Jones Financial Companies
Missouri
$593K -$4.28K -33 -0.7%
CIA
578
Concurrent Investment Advisors
Florida
$592K -$158K -1,207 -21%
FRA
579
Frank Rimerman Advisors
California
$591K +$21.1K +161 +4%
Vontobel Holding
580
Vontobel Holding
Switzerland
$584K +$34.1K +261 +6%
MFG
581
Menard Financial Group
Texas
$584K +$5.95K +48 +1%
JFG
582
Jefferies Financial Group
New York
$582K -$1.91M -14,641 -77%
VI
583
Versor Investments
New York
$580K -$479K -3,666 -45%
STA
584
Summit Trail Advisors
New York
$570K +$149K +1,142 +36%
HI
585
Horizon Investments
North Carolina
$562K +$17.9K +137 +3%
SAM
586
Sawgrass Asset Management
Florida
$561K -$12.4K -95 -2%
PCA
587
Pallas Capital Advisors
Massachusetts
$559K +$559K +4,273 New
PWMG
588
Prestige Wealth Management Group
New Jersey
$555K +$11.5K +88 +2%
CCM
589
Coldstream Capital Management
Washington
$551K +$36.5K +279 +7%
AG
590
Ascent Group
Virginia
$542K +$246K +1,883 +83%
BMC
591
Beaton Management Company
Massachusetts
$536K – – –
AFG
592
Atomi Financial Group
New York
$534K +$71.8K +549 +16%
PA
593
Profund Advisors
Maryland
$529K -$132K -1,007 -20%
DBRC
594
D.B. Root & Company
Pennsylvania
$521K -$36.2K -277 -7%
FFM
595
Forum Financial Management
Illinois
$511K +$131 +1 +0%
FCP
596
Fidelis Capital Partners
Florida
$510K +$15.1K +125 +3%
OPTFSNA
597
Old Point Trust & Financial Services N A
Virginia
$508K – – –
ACA
598
Atlas Capital Advisors
Wyoming
$505K +$3.79K +29 +0.8%
SF
599
Safeguard Financial
Wisconsin
$494K – – –
CCIA
600
Campbell & Co Investment Adviser
Maryland
$492K -$240K -1,834 -33%
22 23
24
25 26