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CBRE Group
CBRE

1,058 hedge funds and large institutions have $44.4B invested in CBRE Group in 2025 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 403 increasing their positions, 366 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $75.1M | Put options by funds: $38.6M

92% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 65

10% more capital invested

Capital invested by funds: $40.2B → $44.4B (+$4.17B)

10% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 366

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

5% more funds holding

Funds holding: 1,012 → 1,058 (+46)

1.57% less ownership

Funds ownership: 96.23% → 94.67% (-1.6%)

Holders
1,058
Holders Change
+46
Holders Change %
+4.55%
% of All Funds
13.89%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
125
Increased
403
Reduced
366
Closed
65
Calls
$75.1M
Puts
$38.6M
Net Calls
+$36.5M
Net Calls Change
+$5.57M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$618M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$187M
3
JP Morgan Chase
JP Morgan Chase
New York
+$180M
4
Invesco
Invesco
Georgia
+$133M
5
Principal Financial Group
Principal Financial Group
Iowa
+$125M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$341M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$287M
3
VVP
Vulcan Value Partners
Alabama
-$215M
4
Bessemer Group
Bessemer Group
New Jersey
-$173M
5
Millennium Management
Millennium Management
New York
-$159M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
576
Prudential plc
United Kingdom
$935K +$353K +2,279 +62%
CWM
577
Cornerstone Wealth Management
Missouri
$935K -$5.11K -33 -0.6%
SAG
578
SageView Advisory Group
California
$925K +$277K +1,791 +44%
EI
579
Ellevest Inc
New York
$924K -$103K -666 -10%
OPTFSNA
580
Old Point Trust & Financial Services N A
Virginia
$915K +$220K +1,425 +33%
MSE
581
MUFG Securities EMEA
United Kingdom
$884K +$733K +4,739 +544%
PAG
582
Private Advisor Group
New Jersey
$866K +$32K +207 +4%
CAM
583
Creekmur Asset Management
Illinois
$865K -$281K -1,814 -25%
CFO
584
Callan Family Office
Pennsylvania
$859K -$476K -3,074 -36%
MWM
585
Meridian Wealth Management
Kentucky
$854K +$89.9K +581 +12%
MOS
586
MGO One Seven
Ohio
$853K +$838K +5,415 New
AFG
587
Atomi Financial Group
New York
$845K +$114K +735 +16%
SWP
588
Stratos Wealth Partners
Ohio
$840K +$2.79K +18 +0.3%
XT
589
XTX Topco
Cayman Islands
$832K +$817K +5,283 New
MP
590
Mangrove Partners
Connecticut
$825K +$810K +5,237 New
LFA
591
Legacy Financial Advisors
Kentucky
$811K -$79.8K -516 -9%
VI
592
Versor Investments
New York
$809K +$158K +1,021 +25%
NW
593
NewEdge Wealth
Pennsylvania
$807K +$2.17K +14 +0.3%
BIM
594
Bridges Investment Management
Nebraska
$804K -$391K -2,530 -33%
MM
595
MQS Management
New York
$803K +$789K +5,098 New
AIM
596
Aigen Investment Management
New York
$789K -$646K -4,176 -45%
Voloridge Investment Management
597
Voloridge Investment Management
Florida
$784K +$770K +4,979 New
CCMG
598
Clark Capital Management Group
Pennsylvania
$783K +$6.34K +41 +0.8%
PI
599
PineBridge Investments
New York
$777K -$12.7M -82,142 -94%
SAM
600
Strategy Asset Managers
California
$776K +$762K +4,928 New
22 23
24
25 26

CBRE Hedge Fund Activity: Q3 2025 in Review

1,058 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q3 2025, worth a combined $44.4B — up 10% from $40.2B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new CBRE positions and 65 closed out — a net gain of 60 holders — while 403 added to existing stakes and 366 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $618M. The largest seller was Harris Associates, cutting an estimated $341M.

  • 1,058 institutional investors held CBRE Group (CBRE) as of Q3 2025, up from 1,012 in Q2 2025.
  • Funds reported $44.4B of CBRE Group stock for Q3 2025, up 10% quarter-over-quarter.
  • 125 funds opened new CBRE Group positions in Q3 2025 and 65 closed out, a net change of +60 holders.
  • The largest CBRE Group buyer in Q3 2025 was Fidelity Investments, an estimated $618M added.
  • The largest CBRE Group seller in Q3 2025 was Harris Associates, an estimated $341M sold.

Based on aggregated 13F filings for Q3 2025.