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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
SAG
601
SageView Advisory Group
California
$598K +$158K +1,246 +44%
SSWM
602
Smith Salley Wealth Management
North Carolina
$597K +$210K +1,664 +64%
STA
603
Summit Trail Advisors
New York
$597K -$12.1K -96 -2%
FFM
604
Forum Financial Management
Illinois
$591K +$39.3K +311 +8%
SFI
605
Siemens Fonds Invest
Germany
$590K +$81.8K +647 +18%
GLF
606
Groupe la Francaise
France
$589K +$532K +4,207 New
SCI
607
Stableford Capital II
Arizona
$589K +$504K +3,988 New
Vontobel Holding
608
Vontobel Holding
Switzerland
$585K -$36.7K -290 -6%
AG
609
Ascent Group
Virginia
$584K +$2.66K +21 +0.5%
SAM
610
Sawgrass Asset Management
Florida
$581K -$17.3K -137 -3%
SWP
611
Sagespring Wealth Partners
Tennessee
$580K +$94.2K +745 +22%
WPC
612
Wedmont Private Capital
Pennsylvania
$578K +$13.5K +107 +3%
PWMG
613
Prestige Wealth Management Group
New Jersey
$577K -$15.4K -122 -3%
VI
614
Versor Investments
New York
$576K -$40.5K -320 -7%
SCM
615
SCS Capital Management
Massachusetts
$575K +$211K +1,670 +69%
BMC
616
Beaton Management Company
Massachusetts
$574K
Janney Montgomery Scott
617
Janney Montgomery Scott
Pennsylvania
$572K -$94.1K -744 -15%
FRA
618
Frank Rimerman Advisors
California
$556K -$69K -546 -12%
TC
619
TownSquare Capital
Utah
$550K -$773K -6,113 -61%
EW
620
Evoke Wealth
California
$546K -$146K -1,152 -23%
EAM
621
Eventide Asset Management
Massachusetts
$545K +$494K +3,907 New
EWA
622
EP Wealth Advisors
California
$543K +$73.6K +582 +18%
PAM
623
Panagora Asset Management
Massachusetts
$543K -$203K -1,604 -29%
OCBCO
624
Oversea-Chinese Banking Corp (OCBC)
Singapore
$538K +$486K +3,842 New
ACA
625
Atlas Capital Advisors
Wyoming
$534K -$6.58K -52 -1%

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.