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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
CFA
651
Cahill Financial Advisors
Minnesota
$380K
HAG
652
HighPoint Advisor Group
Illinois
$380K -$18.5K -136 -4%
CFG
653
Citizens Financial Group
Rhode Island
$380K -$57.8K -425 -13%
RG
654
Renaissance Group
Kentucky
$379K -$13.7K -101 -3%
CCG
655
Capital CS Group
California
$376K +$390K +2,873 New
DT
656
Diversified Trust
Tennessee
$375K -$815 -6 -0.2%
BC
657
Burney Company
Virginia
$374K -$1.67M -12,289 -81%
AIA
658
Affinity Investment Advisors
California
$371K +$385K +2,836 New
SAG
659
SageView Advisory Group
California
$371K +$385K +2,835 New
CP
660
Covenant Partners
Tennessee
$369K
OTL
661
Oak Thistle LLC
New York
$369K +$383K +2,819 New
UB
662
UMB Bank
Missouri
$368K -$88.1K -648 -19%
LS
663
Livforsakringsbolaget Skandia
Sweden
$365K
BWM
664
BCO Wealth Management
New Mexico
$364K
PPWP
665
Premier Path Wealth Partners
New Jersey
$363K -$1.9K -14 -0.5%
DWT
666
Dorsey & Whitney Trust
South Dakota
$359K +$4.76K +35 +1%
FCH
667
Freestone Capital Holdings
Washington
$356K -$117K -858 -24%
WGCA
668
Wolf Group Capital Advisors
Virginia
$356K +$370K +2,722 New
BA
669
Bridgewater Advisors
New York
$355K +$396K +2,913 New
YMRC
670
Yorktown Management & Research Company
Virginia
$353K
KPWS
671
Kestra Private Wealth Services
Texas
$352K -$372K -2,735 -50%
DO
672
denkapparat Operations
Germany
$347K +$360K +2,652 New
HWA
673
Heritage Wealth Advisors
Virginia
$345K
PGFC
674
Peapack-Gladstone Financial Corp
New Jersey
$340K -$53.3K -392 -13%
SSWM
675
Smith Salley Wealth Management
North Carolina
$340K +$128K +942 +57%

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.