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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 %
IC
676
Iconiq Capital
California
$329K +$62K +474 +23%
EG
677
Ellerson Group
Maryland
$329K -$36K -275 -10%
SCM
678
Stevens Capital Management
Pennsylvania
$328K -$610K -4,666 -65%
FUBT
679
First United Bank & Trust
Maryland
$324K +$324K +2,481 New
SIA
680
Schechter Investment Advisors
Michigan
$324K -$57.3K -438 -15%
GIA
681
GHP Investment Advisors
Colorado
$321K – – –
SCM
682
SCS Capital Management
Massachusetts
$318K +$318K +2,433 New
PWM
683
Perigon Wealth Management
California
$315K -$19.6K -150 -6%
TFF
684
The Family Firm
Maryland
$314K – – –
LTAS
685
Linden Thomas Advisory Services
North Carolina
$310K +$6.93K +53 +2%
OWP
686
Obermeyer Wealth Partners
Colorado
$309K – – –
LSA
687
Lion Street Advisors
Texas
$302K -$4.19K -32 -1%
EFA
688
Evernest Financial Advisors
Indiana
$300K -$40.8K -312 -12%
DC
689
Diametric Capital
Massachusetts
$299K +$299K +2,288 New
PMG
690
ProVise Management Group
Florida
$299K -$43.2K -330 -13%
BCWM
691
Bartlett & Co Wealth Management
Ohio
$298K -$23K -176 -7%
TNBTD
692
Trustmark National Bank Trust Department
Mississippi
$297K +$31.1K +238 +12%
CFG
693
Cooper Financial Group
California
$297K +$19.9K +152 +7%
ONB
694
Old National Bancorp
Indiana
$297K +$67.5K +516 +29%
HBT
695
Heartland Bank & Trust
Illinois
$294K +$45.4K +347 +18%
AWA
696
Aaron Wealth Advisors
Illinois
$293K +$14.1K +108 +5%
CI
697
Conning Inc
Connecticut
$293K +$4.32K +33 +1%
VFA
698
Valeo Financial Advisors
Indiana
$290K +$11.1K +85 +4%
MWM
699
Mission Wealth Management
California
$288K -$1.57K -12 -0.5%
CSA
700
Cornerstone Select Advisors
Missouri
$286K +$23.9K +183 +9%
26 27
28
29 30