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CBRE Group

1,002 hedge funds and large institutions have $40.1B invested in CBRE Group in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 362 increasing their positions, 394 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,002
Holders Change
+28
Holders Change %
+2.87%
% of All Funds
13.43%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.19%
New
119
Increased
362
Reduced
394
Closed
76
Calls
$52.6M
Puts
$21.6M
Net Calls
+$31M
Net Calls Change
-$179M
Name Holding Trade Value Shares
Change
Shares
Change %
DWT
676
Dorsey & Whitney Trust
South Dakota
$406K +$22K +157 +6%
CI
677
Cigna Investments
Connecticut
$406K -$29.2K -208 -7%
DT
678
Diversified Trust
Tennessee
$404K +$2.66K +19 +0.7%
SOW
679
State of Wyoming
Wyoming
$403K -$474K -3,383 -54%
FPAS
680
Focus Partners Advisor Solutions
Missouri
$402K -$30.8K -220 -7%
QL
681
Quarry LP
New York
$396K +$355K +2,530 +849%
CP
682
Covenant Partners
Tennessee
$396K
LS
683
Livforsakringsbolaget Skandia
Sweden
$392K
FCH
684
Freestone Capital Holdings
Washington
$379K -$2.1K -15 -0.6%
ONB
685
Old National Bancorp
Indiana
$379K +$61.2K +437 +19%
PWM
686
Perigon Wealth Management
California
$378K +$40.8K +291 +12%
YMRC
687
Yorktown Management & Research Company
Virginia
$378K
IGAM
688
iA Global Asset Management
Quebec, Canada
$376K -$1.21M -8,658 -76%
HWA
689
Heritage Wealth Advisors
Virginia
$369K
PWPS
690
Pinnacle Wealth Planning Services
Ohio
$369K +$79K +564 +27%
PGFC
691
Peapack-Gladstone Financial Corp
New Jersey
$364K
BC
692
Burney Company
Virginia
$363K -$37.4K -267 -9%
VCM
693
Voleon Capital Management
California
$363K +$363K +2,590 New
UB
694
UMB Bank
Missouri
$361K -$33.6K -240 -9%
DBRC
695
D.B. Root & Company
Pennsylvania
$356K -$202K -1,445 -36%
RG
696
Renaissance Group
Kentucky
$355K -$50.9K -363 -13%
KPWS
697
Kestra Private Wealth Services
Texas
$354K -$23.8K -170 -6%
AGA
698
Accuvest Global Advisors
Utah
$353K -$8.55K -61 -2%
EG
699
Ellerson Group
Maryland
$352K
AssetMark Inc
700
AssetMark Inc
California
$350K +$144K +1,027 +70%