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CBRE Group

986 hedge funds and large institutions have $38.1B invested in CBRE Group in 2025 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 346 increasing their positions, 373 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more call options, than puts

Call options by funds: $227M | Put options by funds: $17.5M

76% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 75

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

5% more funds holding

Funds holding: 943986 (+43)

1.13% more ownership

Funds ownership: 96.05%97.19% (+1.1%)

1% less capital invested

Capital invested by funds: $38.6B → $38.1B (-$463M)

7% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 373

Holders
986
Holders Change
+43
Holders Change %
+4.56%
% of All Funds
13.22%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.25%
New
132
Increased
346
Reduced
373
Closed
75
Calls
$227M
Puts
$17.5M
Net Calls
+$210M
Net Calls Change
+$174M
Name Holding Trade Value Shares
Change
Change in
Stake
MPM
676
MBB Public Markets
Illinois
$339K +$352K +2,590 New
AGA
677
Accuvest Global Advisors
Utah
$338K +$351K +2,581 New
SPA
678
Sherbrooke Park Advisers
New York
$338K -$194K -1,428 -36%
LC
679
Lindbrook Capital
California
$336K +$108K +792 +45%
BIG
680
Brooklyn Investment Group
New York
$335K +$156K +1,151 +81%
IC
681
Iconiq Capital
California
$329K +$64.4K +474 +23%
EG
682
Ellerson Group
Maryland
$329K -$37.4K -275 -10%
SCM
683
Stevens Capital Management
Pennsylvania
$328K -$634K -4,666 -65%
FUBT
684
First United Bank & Trust
Maryland
$324K +$337K +2,481 New
SIA
685
Schechter Investment Advisors
Michigan
$324K -$59.5K -438 -15%
GIA
686
GHP Investment Advisors
Colorado
$321K
SCM
687
SCS Capital Management
Massachusetts
$318K +$331K +2,433 New
PWM
688
Perigon Wealth Management
California
$315K -$20.4K -150 -6%
TFF
689
The Family Firm
Maryland
$314K
LTAS
690
Linden Thomas Advisory Services
North Carolina
$310K +$7.2K +53 +2%
OWP
691
Obermeyer Wealth Partners
Colorado
$309K
LSA
692
Lion Street Advisors
Texas
$302K -$4.35K -32 -1%
EFA
693
Evernest Financial Advisors
Indiana
$300K -$42.4K -312 -12%
DC
694
Diametric Capital
Massachusetts
$299K +$311K +2,288 New
PMG
695
ProVise Management Group
Florida
$299K -$44.8K -330 -13%
BCWM
696
Bartlett & Co Wealth Management
Ohio
$298K -$23.9K -176 -7%
TNBTD
697
Trustmark National Bank Trust Department
Mississippi
$297K +$32.3K +238 +12%
CFG
698
Cooper Financial Group
California
$297K +$20.7K +152 +7%
ONB
699
Old National Bancorp
Indiana
$297K +$70.1K +516 +29%
HBT
700
Heartland Bank & Trust
Illinois
$294K +$47.2K +347 +18%

CBRE Hedge Fund Activity: Q1 2025 in Review

986 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q1 2025, worth a combined $38.1B — down 1.2% from $38.6B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new CBRE positions and 75 closed out — a net gain of 57 holders — while 346 added to existing stakes and 373 trimmed.

The largest buyer was Alphinity Investment Management, adding an estimated $517M. The largest seller was Generation Investment Management, exiting entirely with an estimated $419M sold.

  • 986 institutional investors held CBRE Group (CBRE) as of Q1 2025, up from 943 in Q4 2024.
  • Funds reported $38.1B of CBRE Group stock for Q1 2025, down 1.2% quarter-over-quarter.
  • 132 funds opened new CBRE Group positions in Q1 2025 and 75 closed out, a net change of +57 holders.
  • The largest CBRE Group buyer in Q1 2025 was Alphinity Investment Management, an estimated $517M added.
  • The largest CBRE Group seller in Q1 2025 was Generation Investment Management, an estimated $419M sold.

Based on aggregated 13F filings for Q1 2025.