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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
Axa
626
Axa
France
$435K +$452K +3,325 New
CGL
627
Clarius Group LLC
Washington
$434K -$4.35K -32 -1%
EWA
628
EP Wealth Advisors
California
$431K +$40.1K +295 +10%
GI
629
GAMCO Investors
Connecticut
$429K +$5.57K +41 +1%
LCM
630
Logan Capital Management
Pennsylvania
$428K
Luther King Capital Management (LKCM)
631
Luther King Capital Management (LKCM)
Texas
$426K +$82.9K +610 +23%
PCP
632
Proficio Capital Partners
Massachusetts
$425K +$22.8K +168 +5%
BWP
633
BSW Wealth Partners
Colorado
$421K +$2.85K +21 +0.7%
Walleye Capital
634
Walleye Capital
New York
$414K +$245K +1,800 +132%
GIA
635
Gladstone Institutional Advisory
Florida
$411K +$427K +3,144 New
CFO
636
Callan Family Office
Pennsylvania
$410K +$24.1K +177 +6%
CI
637
Cigna Investments
Connecticut
$406K -$5.57K -41 -1%
FPAS
638
Focus Partners Advisor Solutions
Missouri
$404K +$420K +3,091 New
TCA
639
Transcend Capital Advisors
New Jersey
$404K -$162K -1,191 -28%
CA
640
Commerzbank Aktiengesellschaft
Germany
$403K
WPWM
641
Western Pacific Wealth Management
Illinois
$401K
IWC
642
Integrated Wealth Concepts
Massachusetts
$399K -$40.1K -295 -9%
FCBT
643
First Citizens Bank & Trust
North Carolina
$396K -$3.86M -28,405 -90%
IIC
644
Integrated Investment Consultants
Michigan
$393K
NFC
645
Northeast Financial Consultants
Connecticut
$392K
SI
646
Stephens Inc
Arkansas
$390K +$46.3K +341 +13%
BTWM
647
Baker Tilly Wealth Management
Wisconsin
$389K +$29.4K +216 +8%
VWM
648
Venturi Wealth Management
Texas
$385K +$20.7K +152 +5%
AIP
649
Ameritas Investment Partners
Nebraska
$383K -$15.6K -115 -4%
BMO
650
Beck Mack & Oliver
New York
$383K

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.