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CBRE Group

1,058 hedge funds and large institutions have $44.4B invested in CBRE Group in 2025 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 403 increasing their positions, 366 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $75.1M | Put options by funds: $38.6M

92% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 65

10% more capital invested

Capital invested by funds: $40.2B → $44.4B (+$4.17B)

10% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 366

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

5% more funds holding

Funds holding: 1,0121,058 (+46)

1.57% less ownership

Funds ownership: 96.23%94.67% (-1.6%)

Holders
1,058
Holders Change
+46
Holders Change %
+4.55%
% of All Funds
13.89%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
125
Increased
403
Reduced
366
Closed
65
Calls
$75.1M
Puts
$38.6M
Net Calls
+$36.5M
Net Calls Change
+$5.57M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
676
Commerzbank Aktiengesellschaft
Germany
$486K
SWA
677
SFMG Wealth Advisors
Texas
$484K
WPWM
678
Western Pacific Wealth Management
Illinois
$484K
TCA
679
Transcend Capital Advisors
New Jersey
$481K -$108K -697 -19%
HAG
680
HighPoint Advisor Group
Illinois
$474K -$18.6K -120 -4%
PWP
681
Perfromance Wealth Partners
Illinois
$473K +$465K +3,003 New
IWC
682
Integrated Wealth Concepts
Massachusetts
$471K +$178K +1,152 +63%
BWM
683
BCO Wealth Management
New Mexico
$466K
FCBT
684
First Citizens Bank & Trust
North Carolina
$465K +$155 +1 +0%
WSFS
685
Wilmington Savings Fund Society
Delaware
$464K -$1.44M -9,283 -76%
CI
686
Cigna Investments
Connecticut
$464K +$8.2K +53 +2%
BMO
687
Beck Mack & Oliver
New York
$461K
IIC
688
Integrated Investment Consultants
Michigan
$460K
BIG
689
Brooklyn Investment Group
New York
$450K -$6.65K -43 -1%
GIA
690
Gladstone Institutional Advisory
Florida
$448K -$36.5K -236 -8%
CP
691
Covenant Partners
Tennessee
$445K
DWT
692
Dorsey & Whitney Trust
South Dakota
$443K -$13.5K -87 -3%
GS
693
GTS Securities
New York
$439K -$68.7K -444 -14%
AIP
694
Ameritas Investment Partners
Nebraska
$439K -$22.3K -144 -5%
AO
695
Advisor OS
Illinois
$433K +$161K +1,039 +61%
PWM
696
Perigon Wealth Management
California
$433K +$7.27K +47 +2%
BC
697
Burney Company
Virginia
$428K +$19.3K +125 +5%
DT
698
Diversified Trust
Tennessee
$428K -$26.3K -170 -6%
ONB
699
Old National Bancorp
Indiana
$427K
YMRC
700
Yorktown Management & Research Company
Virginia
$425K