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CBRE Group

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: 1415 (+1)

5% more funds holding

Funds holding: 1,0121,058 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AG
601
Ascent Group
Virginia
$766K +$108K +695 +17%
IAA
602
Independent Advisor Alliance
North Carolina
$760K +$373K +2,413 +100%
MAS
603
Meeder Advisory Services
Ohio
$760K -$233K -1,506 -24%
RS
604
R Squared
Hong Kong
$757K +$265K +1,713 +55%
LCS
605
Levin Capital Strategies
New York
$750K
SRC
606
Shufro Rose & Co
New York
$747K -$7.74K -50 -0.9%
BCM
607
Bayesian Capital Management
New York
$741K -$696K -4,500 -49%
EAM
608
Eventide Asset Management
Massachusetts
$740K +$116K +749 +19%
SAM
609
Sawgrass Asset Management
Florida
$737K +$82K +530 +13%
SWP
610
Sagespring Wealth Partners
Tennessee
$733K +$79.4K +513 +12%
IFS
611
Ifrah Financial Services
Arkansas
$732K -$4.64K -30 -0.6%
MFG
612
Menard Financial Group
Texas
$725K +$5.57K +36 +0.8%
AWM
613
Apollon Wealth Management
South Carolina
$721K -$119K -768 -14%
BHPW
614
Beverly Hills Private Wealth
California
$717K -$25.8K -167 -4%
ACM
615
Aster Capital Management
United Arab Emirates
$713K +$120K +775 +21%
BTWM
616
Baker Tilly Wealth Management
Wisconsin
$709K +$144K +928 +26%
AWM
617
Avior Wealth Management
Nebraska
$705K -$305K -1,969 -31%
TE
618
Tema ETFs
New York
$698K +$685K +4,431 New
NA
619
NewEdge Advisors
Louisiana
$688K +$11K +71 +2%
FCP
620
Fidelis Capital Partners
Florida
$685K +$8.82K +57 +1%
SIM
621
Studio Investment Management
Illinois
$679K -$25.2K -163 -4%
WPC
622
Wedmont Private Capital
Pennsylvania
$677K +$45.5K +294 +7%
FFM
623
Forum Financial Management
Illinois
$672K +$7.12K +46 +1%
PWMG
624
Prestige Wealth Management Group
New Jersey
$663K +$14.4K +93 +2%
SCM
625
Stevens Capital Management
Pennsylvania
$663K +$145K +939 +29%