CBRE icon

CBRE Group

1,004 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, 361 increasing their positions, 396 reducing their positions, and 77 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

Funds holding:

0.35% more ownership

Funds ownership: 95.67%96.01% (+0.35%)

9% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 396

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

Holders
1,004
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$52.6M
Puts
$21.6M
Net Calls
Net Calls Change

Top Buyers

1 +$236M
2 +$103M
3 +$96.5M
4
VH
ValueAct Holdings
California
+$82.6M
5
XL
XN LP
New York
+$66M

Top Sellers

1 -$354M
2 -$219M
3 -$146M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$131M
5
Franklin Resources
Franklin Resources
California
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
EG
701
Ellerson Group
Maryland
$352K
AssetMark Inc
702
AssetMark Inc
California
$350K
AWM
703
Aprio Wealth Management
Georgia
$344K
GIA
704
GHP Investment Advisors
Colorado
$344K
OWP
705
Obermeyer Wealth Partners
Colorado
$341K
IAA
706
Independent Advisor Alliance
North Carolina
$338K
MGIA
707
Moneta Group Investment Advisors
Missouri
$327K
BCWM
708
Bartlett & Co Wealth Management
Ohio
$325K
HTC
709
Haverford Trust Company
Pennsylvania
$324K
GIA
710
Gateway Investment Advisers
Ohio
$321K
EFA
711
Evernest Financial Advisors
Indiana
$321K
PMG
712
ProVise Management Group
Florida
$321K
VT
713
Vise Technologies
New York
$320K
HCM
714
Howard Capital Management
Georgia
$317K
PFBT
715
Parkside Financial Bank & Trust
Missouri
$313K
QIM
716
Quantitative Investment Management
Virginia
$313K
WIA
717
World Investment Advisors
California
$312K
AWA
718
Aaron Wealth Advisors
Illinois
$310K
MWM
719
Mission Wealth Management
California
$308K
WFI
720
West Family Investments
California
$307K
ECM
721
Evergreen Capital Management
Washington
$306K
CI
722
Conning Inc
Connecticut
$305K
CSA
723
Cornerstone Select Advisors
Missouri
$299K
MPM
724
MBB Public Markets
Illinois
$297K
CFG
725
Cooper Financial Group
California
$294K