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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 %
DAS
601
Diversify Advisory Services
Utah
$486K +$486K +3,988 New
HDIM
602
Hanson & Doremus Investment Management
Vermont
$485K – – –
WA
603
Waverly Advisors
Alabama
$483K +$11K +84 +2%
AA
604
Ancora Advisors
Ohio
$482K +$26.2K +200 +6%
QIM
605
Quantitative Investment Management
Virginia
$477K -$102K -779 -18%
I
606
InceptionR
California
$472K -$48.5K -371 -9%
WPC
607
Wedmont Private Capital
Pennsylvania
$467K +$32.9K +284 +8%
SFI
608
Siemens Fonds Invest
Germany
$466K +$33.9K +259 +8%
PMA
609
Prudent Man Advisors
Illinois
$466K – – –
MFG
610
Merit Financial Group
Georgia
$465K +$210K +1,609 +83%
WW
611
Waterfront Wealth
Kansas
$454K – – –
NA
612
NewEdge Advisors
Louisiana
$454K -$49.6K -379 -10%
FTWA
613
Fifth Third Wealth Advisors
Ohio
$453K +$14.9K +114 +3%
CCA
614
Checchi Capital Advisers
California
$452K +$133K +1,015 +42%
WIC
615
Whitegate Investment Counselors
New Hampshire
$452K – – –
MBTD
616
Mechanics Bank - Trust Department
California
$450K -$110K -838 -20%
CAM
617
Cresset Asset Management
Illinois
$448K +$24.5K +187 +6%
SWP
618
Sagespring Wealth Partners
Tennessee
$444K +$122K +930 +38%
UCB
619
United Community Bank
South Carolina
$443K -$10.2K -78 -2%
WCM Investment Management
620
WCM Investment Management
California
$438K +$160K +1,237 +58%
Axa
621
Axa
France
$435K +$435K +3,325 New
CGL
622
Clarius Group LLC
Washington
$434K -$4.19K -32 -1%
EWA
623
EP Wealth Advisors
California
$431K +$38.6K +295 +10%
GI
624
GAMCO Investors
Connecticut
$429K +$5.36K +41 +1%
LCM
625
Logan Capital Management
Pennsylvania
$428K – – –
23 24
25
26 27