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CBRE Group

1,053 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, 399 increasing their positions, 366 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: 1,0081,053 (+45)

9% more repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 366

1.57% less ownership

Funds ownership: 96.12%94.55% (-1.6%)

Holders
1,053
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 +$618M
2 +$187M
3 +$180M
4
Invesco
Invesco
Georgia
+$133M
5
Principal Financial Group
Principal Financial Group
Iowa
+$125M

Top Sellers

1 -$341M
2 -$287M
3 -$215M
4
Bessemer Group
Bessemer Group
New Jersey
-$173M
5
Millennium Management
Millennium Management
New York
-$159M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
651
Kathmere Capital Management
Pennsylvania
$549K
BWP
652
BSW Wealth Partners
Colorado
$547K
FC
653
Financial Consulate
Maryland
$545K
SWM
654
Spire Wealth Management
Virginia
$545K
WA
655
Waverly Advisors
Alabama
$545K
WIC
656
Whitegate Investment Counselors
New Hampshire
$544K
SI
657
Stephens Inc
Arkansas
$533K
FTWA
658
Fifth Third Wealth Advisors
Ohio
$533K
PPWP
659
Premier Path Wealth Partners
New Jersey
$533K
AWM
660
Aprio Wealth Management
Georgia
$528K
TC
661
TownSquare Capital
Utah
$519K
GI
662
GAMCO Investors
Connecticut
$516K
LWCFA
663
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$514K
PCIA
664
Prime Capital Investment Advisors
Kansas
$513K
AssetMark Inc
665
AssetMark Inc
California
$513K
MBTD
666
Mechanics Bank - Trust Department
California
$506K
VWM
667
Venturi Wealth Management
Texas
$505K
BRWA
668
B. Riley Wealth Advisors
Florida
$503K
EW
669
Evoke Wealth
California
$499K
DO
670
denkapparat Operations
Germany
$497K
FC
671
FORA Capital
Florida
$496K
CCA
672
Checchi Capital Advisers
California
$487K
OAM
673
Oxford Asset Management
United Kingdom
$487K
CA
674
Commerzbank Aktiengesellschaft
Germany
$486K
SWA
675
SFMG Wealth Advisors
Texas
$484K