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CBRE Group

1,046 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, 394 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: 1,0081,046 (+38)

8% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 366

1.67% less ownership

Funds ownership: 96.12%94.45% (-1.7%)

Holders
1,046
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 +$629M
2 +$191M
3 +$183M
4
Invesco
Invesco
Georgia
+$136M
5
Principal Financial Group
Principal Financial Group
Iowa
+$128M

Top Sellers

1 -$347M
2 -$291M
3 -$215M
4
Bessemer Group
Bessemer Group
New Jersey
-$176M
5
Millennium Management
Millennium Management
New York
-$162M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
676
Transcend Capital Advisors
New Jersey
$481K
HAG
677
HighPoint Advisor Group
Illinois
$474K
PWP
678
Perfromance Wealth Partners
Illinois
$473K
IWC
679
Integrated Wealth Concepts
Massachusetts
$471K
BWM
680
BCO Wealth Management
New Mexico
$466K
FCBT
681
First Citizens Bank & Trust
North Carolina
$465K
WSFS
682
Wilmington Savings Fund Society
Delaware
$464K
CI
683
Cigna Investments
Connecticut
$464K
BMO
684
Beck Mack & Oliver
New York
$461K
IIC
685
Integrated Investment Consultants
Michigan
$460K
BIG
686
Brooklyn Investment Group
New York
$450K
GIA
687
Gladstone Institutional Advisory
Florida
$448K
CP
688
Covenant Partners
Tennessee
$445K
DWT
689
Dorsey & Whitney Trust
South Dakota
$443K
GS
690
GTS Securities
New York
$439K
AIP
691
Ameritas Investment Partners
Nebraska
$439K
AO
692
Advisor OS
Illinois
$433K
PWM
693
Perigon Wealth Management
California
$433K
BC
694
Burney Company
Virginia
$428K
DT
695
Diversified Trust
Tennessee
$428K
ONB
696
Old National Bancorp
Indiana
$427K
YMRC
697
Yorktown Management & Research Company
Virginia
$425K
PWPS
698
Pinnacle Wealth Planning Services
Ohio
$420K
FCH
699
Freestone Capital Holdings
Washington
$419K
HWA
700
Heritage Wealth Advisors
Virginia
$415K