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CBRE Group

1,013 hedge funds and large institutions have $40.2B invested in CBRE Group in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 367 increasing their positions, 400 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $52.6M | Put options by funds: $21.6M

48% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 79

5% more capital invested

Capital invested by funds: $38.1B → $40.2B (+$2.09B)

3% more funds holding

Funds holding: 9861,013 (+27)

0.95% less ownership

Funds ownership: 97.19%96.23% (-0.95%)

8% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 400

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

Holders
1,013
Holders Change
+27
Holders Change %
+2.74%
% of All Funds
13.34%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.18%
New
117
Increased
367
Reduced
400
Closed
79
Calls
$52.6M
Puts
$21.6M
Net Calls
+$31M
Net Calls Change
-$179M
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
701
Kestra Private Wealth Services
Texas
$354K -$21.5K -170 -6%
AGA
702
Accuvest Global Advisors
Utah
$353K -$7.71K -61 -2%
EG
703
Ellerson Group
Maryland
$352K
AssetMark Inc
704
AssetMark Inc
California
$350K +$130K +1,027 +70%
AWM
705
Aprio Wealth Management
Georgia
$344K +$311K +2,458 New
GIA
706
GHP Investment Advisors
Colorado
$344K
OWP
707
Obermeyer Wealth Partners
Colorado
$341K +$8.35K +66 +3%
IAA
708
Independent Advisor Alliance
North Carolina
$338K +$31.9K +252 +12%
MGIA
709
Moneta Group Investment Advisors
Missouri
$327K +$64.2K +508 +28%
BCWM
710
Bartlett & Co Wealth Management
Ohio
$325K +$5.56K +44 +2%
HTC
711
Haverford Trust Company
Pennsylvania
$324K +$292K +2,313 New
GIA
712
Gateway Investment Advisers
Ohio
$321K -$315K -2,488 -52%
EFA
713
Evernest Financial Advisors
Indiana
$321K
PMG
714
ProVise Management Group
Florida
$321K +$253 +2 +0.1%
VT
715
Vise Technologies
New York
$320K +$289K +2,284 New
HCM
716
Howard Capital Management
Georgia
$317K +$19.7K +156 +7%
PFBT
717
Parkside Financial Bank & Trust
Missouri
$313K +$22K +174 +8%
QIM
718
Quantitative Investment Management
Virginia
$313K -$179K -1,414 -39%
WIA
719
World Investment Advisors
California
$312K +$281K +2,225 New
AWA
720
Aaron Wealth Advisors
Illinois
$310K -$4.3K -34 -2%
MWM
721
Mission Wealth Management
California
$308K -$126 -1 -0%
WFI
722
West Family Investments
California
$307K +$83.6K +661 +43%
ECM
723
Evergreen Capital Management
Washington
$306K +$9.48K +75 +4%
CI
724
Conning Inc
Connecticut
$305K -$7.33K -58 -3%
CSA
725
Cornerstone Select Advisors
Missouri
$299K -$6.96K -55 -3%

CBRE Hedge Fund Activity: Q2 2025 in Review

1,013 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q2 2025, worth a combined $40.2B — up 5.5% from $38.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new CBRE positions and 79 closed out — a net gain of 38 holders — while 367 added to existing stakes and 400 trimmed.

The largest buyer was Millennium Management, adding an estimated $213M. The largest seller was Fidelity Investments, cutting an estimated $320M.

  • 1,013 institutional investors held CBRE Group (CBRE) as of Q2 2025, up from 986 in Q1 2025.
  • Funds reported $40.2B of CBRE Group stock for Q2 2025, up 5.5% quarter-over-quarter.
  • 117 funds opened new CBRE Group positions in Q2 2025 and 79 closed out, a net change of +38 holders.
  • The largest CBRE Group buyer in Q2 2025 was Millennium Management, an estimated $213M added.
  • The largest CBRE Group seller in Q2 2025 was Fidelity Investments, an estimated $320M sold.

Based on aggregated 13F filings for Q2 2025.