We are live on ! Find out more
CBRE icon

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
UFF
651
USA Financial Formulas
Michigan
$554K +$544K +3,517 New
CIA
652
Concurrent Investment Advisors
Florida
$550K -$192K -1,240 -26%
KCM
653
Kathmere Capital Management
Pennsylvania
$549K +$32.5K +210 +6%
BWP
654
BSW Wealth Partners
Colorado
$547K +$44.1K +285 +9%
FC
655
Financial Consulate
Maryland
$545K +$536K +3,462 New
SWM
656
Spire Wealth Management
Virginia
$545K -$143K -925 -21%
WA
657
Waverly Advisors
Alabama
$545K -$11.9K -77 -2%
WIC
658
Whitegate Investment Counselors
New Hampshire
$544K
SI
659
Stephens Inc
Arkansas
$533K +$37.4K +242 +8%
FTWA
660
Fifth Third Wealth Advisors
Ohio
$533K -$15.8K -102 -3%
PPWP
661
Premier Path Wealth Partners
New Jersey
$533K +$22.6K +146 +5%
AWM
662
Aprio Wealth Management
Georgia
$528K +$138K +890 +36%
TC
663
TownSquare Capital
Utah
$519K -$97.9K -633 -16%
GI
664
GAMCO Investors
Connecticut
$516K
LWCFA
665
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$514K +$484K +3,130 New
PCIA
666
Prime Capital Investment Advisors
Kansas
$513K +$12.5K +81 +3%
AssetMark Inc
667
AssetMark Inc
California
$513K +$117K +759 +30%
MBTD
668
Mechanics Bank - Trust Department
California
$506K -$3.87K -25 -0.8%
VWM
669
Venturi Wealth Management
Texas
$505K +$5.72K +37 +1%
BRWA
670
B. Riley Wealth Advisors
Florida
$503K +$20.4K +132 +4%
EW
671
Evoke Wealth
California
$499K -$112K -727 -19%
DO
672
denkapparat Operations
Germany
$497K
FC
673
FORA Capital
Florida
$496K -$658K -4,251 -57%
CCA
674
Checchi Capital Advisers
California
$487K -$58.5K -378 -11%
OAM
675
Oxford Asset Management
United Kingdom
$487K -$6.5K -42 -1%