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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, 363 increasing their positions, 393 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
363
Reduced
393
Closed
76
Calls
$52.6M
Puts
$21.6M
Net Calls
+$31M
Net Calls Change
-$179M
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
701
AssetMark Inc
California
$350K +$144K +1,027 +70%
AWM
702
Aprio Wealth Management
Georgia
$344K +$344K +2,458 New
GIA
703
GHP Investment Advisors
Colorado
$344K
OWP
704
Obermeyer Wealth Partners
Colorado
$341K +$9.25K +66 +3%
IAA
705
Independent Advisor Alliance
North Carolina
$338K +$35.3K +252 +12%
MGIA
706
Moneta Group Investment Advisors
Missouri
$327K +$71.2K +508 +28%
BCWM
707
Bartlett & Co Wealth Management
Ohio
$325K +$6.17K +44 +2%
HTC
708
Haverford Trust Company
Pennsylvania
$324K +$324K +2,313 New
GIA
709
Gateway Investment Advisers
Ohio
$321K -$349K -2,488 -52%
EFA
710
Evernest Financial Advisors
Indiana
$321K
PMG
711
ProVise Management Group
Florida
$321K +$280 +2 +0.1%
VT
712
Vise Technologies
New York
$320K +$320K +2,284 New
HCM
713
Howard Capital Management
Georgia
$317K +$21.9K +156 +7%
PFBT
714
Parkside Financial Bank & Trust
Missouri
$313K +$24.4K +174 +8%
QIM
715
Quantitative Investment Management
Virginia
$313K -$198K -1,414 -39%
WIA
716
World Investment Advisors
California
$312K +$312K +2,225 New
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%