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CBRE Group

1,046 hedge funds and large institutions have $44.3B invested in CBRE Group in 2025 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 395 increasing their positions, 365 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

4% more funds holding

Funds holding: 1,0081,046 (+38)

8% more repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 365

1.67% less ownership

Funds ownership: 96.12%94.45% (-1.7%)

Holders
1,046
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$75.1M
Puts
$38.6M
Net Calls
Net Calls Change

Top Buyers

1 +$629M
2 +$191M
3 +$183M
4
Invesco
Invesco
Georgia
+$136M
5
Principal Financial Group
Principal Financial Group
Iowa
+$128M

Top Sellers

1 -$347M
2 -$291M
3 -$215M
4
Bessemer Group
Bessemer Group
New Jersey
-$176M
5
Millennium Management
Millennium Management
New York
-$162M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
651
BSW Wealth Partners
Colorado
$547K
FC
652
Financial Consulate
Maryland
$545K
SWM
653
Spire Wealth Management
Virginia
$545K
WA
654
Waverly Advisors
Alabama
$545K
WIC
655
Whitegate Investment Counselors
New Hampshire
$544K
SI
656
Stephens Inc
Arkansas
$533K
FTWA
657
Fifth Third Wealth Advisors
Ohio
$533K
PPWP
658
Premier Path Wealth Partners
New Jersey
$533K
AWM
659
Aprio Wealth Management
Georgia
$528K
TC
660
TownSquare Capital
Utah
$519K
GI
661
GAMCO Investors
Connecticut
$516K
LWCFA
662
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$514K
PCIA
663
Prime Capital Investment Advisors
Kansas
$513K
AssetMark Inc
664
AssetMark Inc
California
$513K
MBTD
665
Mechanics Bank - Trust Department
California
$506K
VWM
666
Venturi Wealth Management
Texas
$505K
BRWA
667
B. Riley Wealth Advisors
Florida
$503K
EW
668
Evoke Wealth
California
$499K
DO
669
denkapparat Operations
Germany
$497K
FC
670
FORA Capital
Florida
$496K
CCA
671
Checchi Capital Advisers
California
$487K
OAM
672
Oxford Asset Management
United Kingdom
$487K
CA
673
Commerzbank Aktiengesellschaft
Germany
$486K
SWA
674
SFMG Wealth Advisors
Texas
$484K
WPWM
675
Western Pacific Wealth Management
Illinois
$484K