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CBRE Group

1,096 hedge funds and large institutions have $46B invested in CBRE Group in 2025 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 431 increasing their positions, 371 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.72% more ownership

Funds ownership: 94.55%96.27% (+1.7%)

4% more capital invested

Capital invested by funds: $44.3B → $46B (+$1.69B)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
1,096
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$49.3M
Puts
$29M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
651
SageView Advisory Group
California
$595K
WW
652
Waterfront Wealth
Kansas
$592K
RS
653
R Squared
Hong Kong
$591K
HDIM
654
Hanson & Doremus Investment Management
Vermont
$589K
VT
655
Vise Technologies
New York
$587K
EWA
656
EP Wealth Advisors
California
$585K
EW
657
Evoke Wealth
California
$583K
FTWA
658
Fifth Third Wealth Advisors
Ohio
$581K
PPWP
659
Premier Path Wealth Partners
New Jersey
$574K
BWP
660
BSW Wealth Partners
Colorado
$562K
WIC
661
Whitegate Investment Counselors
New Hampshire
$556K
SI
662
Stephens Inc
Arkansas
$553K
SICM
663
Sustainable Insight Capital Management
New York
$547K
GRP
664
Global Retirement Partners
California
$546K
TC
665
TownSquare Capital
Utah
$541K
KCM
666
Kathmere Capital Management
Pennsylvania
$540K
LWCFA
667
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$530K
GI
668
GAMCO Investors
Connecticut
$527K
AssetMark Inc
669
AssetMark Inc
California
$524K
AG
670
AIA Group
Hong Kong
$519K
GS
671
GTS Securities
New York
$518K
MBTD
672
Mechanics Bank - Trust Department
California
$515K
EC
673
EntryPoint Capital
New York
$515K
VWM
674
Venturi Wealth Management
Texas
$512K
DS
675
DRW Securities
Illinois
$507K