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CBRE Group

1,053 hedge funds and large institutions have $44.3B invested in CBRE Group in 2025 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 399 increasing their positions, 366 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

4% more funds holding

Funds holding: 1,0081,053 (+45)

9% more repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 366

1.57% less ownership

Funds ownership: 96.12%94.55% (-1.6%)

Holders
1,053
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$75.1M
Puts
$38.6M
Net Calls
Net Calls Change

Top Buyers

1 +$618M
2 +$187M
3 +$180M
4
Invesco
Invesco
Georgia
+$133M
5
Principal Financial Group
Principal Financial Group
Iowa
+$125M

Top Sellers

1 -$341M
2 -$287M
3 -$215M
4
Bessemer Group
Bessemer Group
New Jersey
-$173M
5
Millennium Management
Millennium Management
New York
-$159M
Name Holding Trade Value Shares
Change
Change in
Stake
WPWM
676
Western Pacific Wealth Management
Illinois
$484K
TCA
677
Transcend Capital Advisors
New Jersey
$481K
HAG
678
HighPoint Advisor Group
Illinois
$474K
PWP
679
Perfromance Wealth Partners
Illinois
$473K
IWC
680
Integrated Wealth Concepts
Massachusetts
$471K
BWM
681
BCO Wealth Management
New Mexico
$466K
FCBT
682
First Citizens Bank & Trust
North Carolina
$465K
WSFS
683
Wilmington Savings Fund Society
Delaware
$464K
CI
684
Cigna Investments
Connecticut
$464K
BMO
685
Beck Mack & Oliver
New York
$461K
IIC
686
Integrated Investment Consultants
Michigan
$460K
BIG
687
Brooklyn Investment Group
New York
$450K
GIA
688
Gladstone Institutional Advisory
Florida
$448K
CP
689
Covenant Partners
Tennessee
$445K
DWT
690
Dorsey & Whitney Trust
South Dakota
$443K
GS
691
GTS Securities
New York
$439K
AIP
692
Ameritas Investment Partners
Nebraska
$439K
AO
693
Advisor OS
Illinois
$433K
PWM
694
Perigon Wealth Management
California
$433K
BC
695
Burney Company
Virginia
$428K
DT
696
Diversified Trust
Tennessee
$428K
ONB
697
Old National Bancorp
Indiana
$427K
YMRC
698
Yorktown Management & Research Company
Virginia
$425K
PWPS
699
Pinnacle Wealth Planning Services
Ohio
$420K
FCH
700
Freestone Capital Holdings
Washington
$419K