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CBRE Group
CBRE

Overview Fund Activity

974 hedge funds and large institutions have $37.5B invested in CBRE Group in 2025 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 343 increasing their positions, 367 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
974
Holders Change
+42
Holders Change %
+4.51%
% of All Funds
13.23%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.26%
New
132
Increased
343
Reduced
367
Closed
75
Calls
$227M
Puts
$17.5M
Net Calls
+$210M
Net Calls Change
+$174M

Top Buyers

1
AIM
Alphinity Investment Management
Australia
+$498M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$351M
3
Morgan Stanley
Morgan Stanley
New York
+$126M
4
GFA
Gallagher Fiduciary Advisors
Illinois
+$123M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$97M

Top Sellers

1
GIM
Generation Investment Management
United Kingdom
-$419M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$251M
3
Harris Associates
Harris Associates
Illinois
-$143M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$105M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$96.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
651
Diversified Trust
Tennessee
$375K -$785 -6 -0.2%
BC
652
Burney Company
Virginia
$374K -$1.61M -12,289 -81%
AIA
653
Affinity Investment Advisors
California
$371K +$371K +2,836 New
SAG
654
SageView Advisory Group
California
$371K +$371K +2,835 New
CP
655
Covenant Partners
Tennessee
$369K – – –
OTL
656
Oak Thistle LLC
New York
$369K +$369K +2,819 New
UB
657
UMB Bank
Missouri
$368K -$84.7K -648 -19%
LS
658
Livforsakringsbolaget Skandia
Sweden
$365K – – –
BWM
659
BCO Wealth Management
New Mexico
$364K – – –
PPWP
660
Premier Path Wealth Partners
New Jersey
$363K -$1.83K -14 -0.5%
DWT
661
Dorsey & Whitney Trust
South Dakota
$359K +$4.58K +35 +1%
FCH
662
Freestone Capital Holdings
Washington
$356K -$112K -858 -24%
WGCA
663
Wolf Group Capital Advisors
Virginia
$356K +$356K +2,722 New
BA
664
Bridgewater Advisors
New York
$355K +$355K +2,913 New
YMRC
665
Yorktown Management & Research Company
Virginia
$353K – – –
KPWS
666
Kestra Private Wealth Services
Texas
$352K -$358K -2,735 -50%
DO
667
denkapparat Operations
Germany
$347K +$347K +2,652 New
HWA
668
Heritage Wealth Advisors
Virginia
$345K – – –
PGFC
669
Peapack-Gladstone Financial Corp
New Jersey
$340K -$51.3K -392 -13%
SSWM
670
Smith Salley Wealth Management
North Carolina
$340K +$123K +942 +57%
MPM
671
MBB Public Markets
Illinois
$339K +$339K +2,590 New
AGA
672
Accuvest Global Advisors
Utah
$338K +$338K +2,581 New
SPA
673
Sherbrooke Park Advisers
New York
$338K -$187K -1,428 -36%
LC
674
Lindbrook Capital
California
$336K +$104K +792 +45%
BIG
675
Brooklyn Investment Group
New York
$335K +$151K +1,151 +81%
25 26
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