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CBRE Group

1,013 hedge funds and large institutions have $40.2B invested in CBRE Group in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 367 increasing their positions, 400 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $52.6M | Put options by funds: $21.6M

48% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 79

5% more capital invested

Capital invested by funds: $38.1B → $40.2B (+$2.09B)

3% more funds holding

Funds holding: 9861,013 (+27)

0.95% less ownership

Funds ownership: 97.19%96.23% (-0.95%)

8% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 400

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

Holders
1,013
Holders Change
+27
Holders Change %
+2.74%
% of All Funds
13.34%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.18%
New
117
Increased
367
Reduced
400
Closed
79
Calls
$52.6M
Puts
$21.6M
Net Calls
+$31M
Net Calls Change
-$179M
Name Holding Trade Value Shares
Change
Change in
Stake
BMO
676
Beck Mack & Oliver
New York
$410K
IIC
677
Integrated Investment Consultants
Michigan
$409K -$10.7K -85 -3%
CFA
678
Cahill Financial Advisors
Minnesota
$407K
DWT
679
Dorsey & Whitney Trust
South Dakota
$406K +$19.9K +157 +6%
CI
680
Cigna Investments
Connecticut
$406K -$26.3K -208 -7%
DT
681
Diversified Trust
Tennessee
$404K +$2.4K +19 +0.7%
SOW
682
State of Wyoming
Wyoming
$403K -$428K -3,383 -54%
FPAS
683
Focus Partners Advisor Solutions
Missouri
$402K -$27.8K -220 -7%
QL
684
Quarry LP
New York
$396K +$320K +2,530 +849%
CP
685
Covenant Partners
Tennessee
$396K
LS
686
Livforsakringsbolaget Skandia
Sweden
$392K
FCH
687
Freestone Capital Holdings
Washington
$379K -$1.9K -15 -0.6%
ONB
688
Old National Bancorp
Indiana
$379K +$55.3K +437 +19%
PWM
689
Perigon Wealth Management
California
$378K +$36.8K +291 +12%
YMRC
690
Yorktown Management & Research Company
Virginia
$378K
IGAM
691
iA Global Asset Management
Quebec, Canada
$376K -$1.09M -8,658 -76%
HWA
692
Heritage Wealth Advisors
Virginia
$369K
PWPS
693
Pinnacle Wealth Planning Services
Ohio
$369K +$71.3K +564 +27%
PGFC
694
Peapack-Gladstone Financial Corp
New Jersey
$364K
BC
695
Burney Company
Virginia
$363K -$33.8K -267 -9%
VCM
696
Voleon Capital Management
California
$363K +$328K +2,590 New
UB
697
UMB Bank
Missouri
$361K -$30.4K -240 -9%
VFA
698
Valeo Financial Advisors
Indiana
$357K +$41.5K +328 +15%
DBRC
699
D.B. Root & Company
Pennsylvania
$356K -$183K -1,445 -36%
RG
700
Renaissance Group
Kentucky
$355K -$45.9K -363 -13%

CBRE Hedge Fund Activity: Q2 2025 in Review

1,013 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q2 2025, worth a combined $40.2B — up 5.5% from $38.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new CBRE positions and 79 closed out — a net gain of 38 holders — while 367 added to existing stakes and 400 trimmed.

The largest buyer was Millennium Management, adding an estimated $213M. The largest seller was Fidelity Investments, cutting an estimated $320M.

  • 1,013 institutional investors held CBRE Group (CBRE) as of Q2 2025, up from 986 in Q1 2025.
  • Funds reported $40.2B of CBRE Group stock for Q2 2025, up 5.5% quarter-over-quarter.
  • 117 funds opened new CBRE Group positions in Q2 2025 and 79 closed out, a net change of +38 holders.
  • The largest CBRE Group buyer in Q2 2025 was Millennium Management, an estimated $213M added.
  • The largest CBRE Group seller in Q2 2025 was Fidelity Investments, an estimated $320M sold.

Based on aggregated 13F filings for Q2 2025.