We are live on ! Find out more
CBRE icon

CBRE Group

1,058 hedge funds and large institutions have $44.4B invested in CBRE Group in 2025 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 403 increasing their positions, 366 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $75.1M | Put options by funds: $38.6M

92% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 65

10% more capital invested

Capital invested by funds: $40.2B → $44.4B (+$4.17B)

10% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 366

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

5% more funds holding

Funds holding: 1,0121,058 (+46)

1.57% less ownership

Funds ownership: 96.23%94.67% (-1.6%)

Holders
1,058
Holders Change
+46
Holders Change %
+4.55%
% of All Funds
13.89%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
125
Increased
403
Reduced
366
Closed
65
Calls
$75.1M
Puts
$38.6M
Net Calls
+$36.5M
Net Calls Change
+$5.57M
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
701
Pinnacle Wealth Planning Services
Ohio
$420K +$5.26K +34 +1%
FCH
702
Freestone Capital Holdings
Washington
$419K -$7.58K -49 -2%
HWA
703
Heritage Wealth Advisors
Virginia
$415K
ECM
704
Evergreen Capital Management
Washington
$413K +$67.1K +434 +20%
PGFC
705
Peapack-Gladstone Financial Corp
New Jersey
$409K
RG
706
Renaissance Group
Kentucky
$399K
BA
707
Bridgewater Advisors
New York
$393K -$57.7K -373 -12%
UCB
708
United Community Bank
South Carolina
$392K -$144K -931 -27%
MGIA
709
Moneta Group Investment Advisors
Missouri
$391K +$22K +142 +6%
EG
710
Ellerson Group
Maryland
$390K -$6.19K -40 -2%
MWM
711
Moran Wealth Management
Florida
$389K +$382K +2,471 New
OWP
712
Obermeyer Wealth Partners
Colorado
$389K +$5.72K +37 +2%
LBC
713
Lowe Brockenbrough & Co
Virginia
$388K +$381K +2,464 New
KPWS
714
Kestra Private Wealth Services
Texas
$388K -$9.28K -60 -2%
UB
715
UMB Bank
Missouri
$387K -$18.1K -117 -5%
GIA
716
GHP Investment Advisors
Colorado
$387K
AWA
717
Arkadios Wealth Advisors
Georgia
$384K +$377K +2,435 New
SCM
718
SCS Capital Management
Massachusetts
$383K -$259K -1,674 -41%
CFA
719
Cahill Financial Advisors
Minnesota
$381K -$76.1K -492 -17%
IA
720
IFG Advisory
Georgia
$378K +$371K +2,397 New
VFA
721
Valeo Financial Advisors
Indiana
$375K -$26K -168 -7%
WIA
722
World Investment Advisors
California
$366K +$15.2K +98 +4%
CFG
723
Cooper Financial Group
California
$362K +$31.1K +201 +10%
MYLI
724
Meiji Yasuda Life Insurance
Japan
$362K +$355K +2,297 New
BCWM
725
Bartlett & Co Wealth Management
Ohio
$362K -$3.71K -24 -1%