We are live on ! Find out more
CBRE icon

CBRE Group

986 hedge funds and large institutions have $38.1B invested in CBRE Group in 2025 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 346 increasing their positions, 373 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more call options, than puts

Call options by funds: $227M | Put options by funds: $17.5M

76% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 75

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

5% more funds holding

Funds holding: 943986 (+43)

1.13% more ownership

Funds ownership: 96.05%97.19% (+1.1%)

1% less capital invested

Capital invested by funds: $38.6B → $38.1B (-$463M)

7% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 373

Holders
986
Holders Change
+43
Holders Change %
+4.56%
% of All Funds
13.22%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.25%
New
132
Increased
346
Reduced
373
Closed
75
Calls
$227M
Puts
$17.5M
Net Calls
+$210M
Net Calls Change
+$174M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
701
Aaron Wealth Advisors
Illinois
$293K +$14.7K +108 +5%
CI
702
Conning Inc
Connecticut
$293K +$4.48K +33 +1%
VFA
703
Valeo Financial Advisors
Indiana
$290K +$11.6K +85 +4%
MWM
704
Mission Wealth Management
California
$288K -$1.63K -12 -0.5%
CSA
705
Cornerstone Select Advisors
Missouri
$286K +$24.9K +183 +9%
Hudson Bay Capital Management
706
Hudson Bay Capital Management
Connecticut
$285K +$296K +2,180 New
MFIM
707
Mesirow Financial Investment Management
Illinois
$284K +$15.5K +114 +6%
CFM
708
Catalyst Funds Management
Australia
$282K +$294K +2,160 New
IAA
709
Independent Advisor Alliance
North Carolina
$282K -$8.15K -60 -3%
CFG
710
CMC Financial Group
Georgia
$282K +$293K +2,155 New
Wolverine Trading
711
Wolverine Trading
Illinois
$280K +$294K +2,162 New
SPC
712
Sigma Planning Corp
Michigan
$278K +$20.8K +153 +8%
ECM
713
Evergreen Capital Management
Washington
$276K +$20.5K +151 +8%
XT
714
XTX Topco
Cayman Islands
$276K +$286K +2,108 New
HCM
715
Howard Capital Management
Georgia
$275K -$39.8K -293 -12%
CAM
716
Cidel Asset Management
Ontario, Canada
$274K -$22.4K -165 -7%
CNBOF
717
City National Bank of Florida
Florida
$274K +$27.4K +202 +11%
PWPS
718
Pinnacle Wealth Planning Services
Ohio
$271K +$4.08K +30 +1%
SW
719
Simplicity Wealth
New Jersey
$270K +$23.9K +176 +9%
MW
720
Marcum Wealth
Ohio
$270K -$1.63K -12 -0.6%
WANY
721
Wealthspire Advisors (New York)
New York
$270K -$8.29K -61 -3%
RZH
722
Relyea Zuckerberg Hanson
Connecticut
$270K +$1.22K +9 +0.4%
PFBT
723
Parkside Financial Bank & Trust
Missouri
$269K +$9.24K +68 +3%
VEA
724
Virtus ETF Advisers
New York
$267K +$277K +2,040 New
AC
725
Avestar Capital
New York
$265K -$815 -6 -0.3%

CBRE Hedge Fund Activity: Q1 2025 in Review

986 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q1 2025, worth a combined $38.1B — down 1.2% from $38.6B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new CBRE positions and 75 closed out — a net gain of 57 holders — while 346 added to existing stakes and 373 trimmed.

The largest buyer was Alphinity Investment Management, adding an estimated $517M. The largest seller was Generation Investment Management, exiting entirely with an estimated $419M sold.

  • 986 institutional investors held CBRE Group (CBRE) as of Q1 2025, up from 943 in Q4 2024.
  • Funds reported $38.1B of CBRE Group stock for Q1 2025, down 1.2% quarter-over-quarter.
  • 132 funds opened new CBRE Group positions in Q1 2025 and 75 closed out, a net change of +57 holders.
  • The largest CBRE Group buyer in Q1 2025 was Alphinity Investment Management, an estimated $517M added.
  • The largest CBRE Group seller in Q1 2025 was Generation Investment Management, an estimated $419M sold.

Based on aggregated 13F filings for Q1 2025.