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CBRE Group

1,002 hedge funds and large institutions have $40.1B invested in CBRE Group in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 362 increasing their positions, 394 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,002
Holders Change
+28
Holders Change %
+2.87%
% of All Funds
13.43%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.19%
New
119
Increased
362
Reduced
394
Closed
76
Calls
$52.6M
Puts
$21.6M
Net Calls
+$31M
Net Calls Change
-$179M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
701
Aprio Wealth Management
Georgia
$344K +$344K +2,458 New
GIA
702
GHP Investment Advisors
Colorado
$344K
OWP
703
Obermeyer Wealth Partners
Colorado
$341K +$9.25K +66 +3%
IAA
704
Independent Advisor Alliance
North Carolina
$338K +$35.3K +252 +12%
MGIA
705
Moneta Group Investment Advisors
Missouri
$327K +$71.2K +508 +28%
BCWM
706
Bartlett & Co Wealth Management
Ohio
$325K +$6.17K +44 +2%
HTC
707
Haverford Trust Company
Pennsylvania
$324K +$324K +2,313 New
GIA
708
Gateway Investment Advisers
Ohio
$321K -$349K -2,488 -52%
EFA
709
Evernest Financial Advisors
Indiana
$321K
PMG
710
ProVise Management Group
Florida
$321K +$280 +2 +0.1%
VT
711
Vise Technologies
New York
$320K +$320K +2,284 New
HCM
712
Howard Capital Management
Georgia
$317K +$21.9K +156 +7%
PFBT
713
Parkside Financial Bank & Trust
Missouri
$313K +$24.4K +174 +8%
QIM
714
Quantitative Investment Management
Virginia
$313K -$198K -1,414 -39%
WIA
715
World Investment Advisors
California
$312K +$312K +2,225 New
VFA
716
Valeo Financial Advisors
Indiana
$310K -$981 -7 -0.3%
AWA
717
Aaron Wealth Advisors
Illinois
$310K -$4.76K -34 -2%
MWM
718
Mission Wealth Management
California
$308K -$140 -1 -0%
WFI
719
West Family Investments
California
$307K +$92.6K +661 +43%
ECM
720
Evergreen Capital Management
Washington
$306K +$10.5K +75 +4%
CI
721
Conning Inc
Connecticut
$305K -$8.13K -58 -3%
CSA
722
Cornerstone Select Advisors
Missouri
$299K -$7.71K -55 -3%
MPM
723
MBB Public Markets
Illinois
$297K -$66K -471 -18%
CFG
724
Cooper Financial Group
California
$294K -$24K -171 -8%
CI
725
CX Institutional
Indiana
$290K +$42.1K +301 +17%