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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
FCP
601
Fidelis Capital Partners
Florida
$510K +$17K +125 +3%
OPTFSNA
602
Old Point Trust & Financial Services N A
Virginia
$508K
ACA
603
Atlas Capital Advisors
Wyoming
$505K +$3.94K +29 +0.8%
SF
604
Safeguard Financial
Wisconsin
$494K
CCIA
605
Campbell & Co Investment Adviser
Maryland
$492K -$249K -1,834 -33%
DAS
606
Diversify Advisory Services
Utah
$486K +$542K +3,988 New
HDIM
607
Hanson & Doremus Investment Management
Vermont
$485K
WA
608
Waverly Advisors
Alabama
$483K +$11.4K +84 +2%
AA
609
Ancora Advisors
Ohio
$482K +$27.2K +200 +6%
QIM
610
Quantitative Investment Management
Virginia
$477K -$106K -779 -18%
I
611
InceptionR
California
$472K -$50.4K -371 -9%
WPC
612
Wedmont Private Capital
Pennsylvania
$467K +$38.6K +284 +8%
SFI
613
Siemens Fonds Invest
Germany
$466K +$35.2K +259 +8%
PMA
614
Prudent Man Advisors
Illinois
$466K
MFG
615
Merit Financial Group
Georgia
$465K +$219K +1,609 +83%
WW
616
Waterfront Wealth
Kansas
$454K
NA
617
NewEdge Advisors
Louisiana
$454K -$51.5K -379 -10%
FTWA
618
Fifth Third Wealth Advisors
Ohio
$453K +$15.5K +114 +3%
CCA
619
Checchi Capital Advisers
California
$452K +$138K +1,015 +42%
WIC
620
Whitegate Investment Counselors
New Hampshire
$452K
MBTD
621
Mechanics Bank - Trust Department
California
$450K -$114K -838 -20%
CAM
622
Cresset Asset Management
Illinois
$448K +$25.4K +187 +6%
SWP
623
Sagespring Wealth Partners
Tennessee
$444K +$126K +930 +38%
UCB
624
United Community Bank
South Carolina
$443K -$10.6K -78 -2%
WCM Investment Management
625
WCM Investment Management
California
$438K +$168K +1,237 +58%

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.