We are live on ! Find out more
CBRE icon

CBRE Group

1,106 hedge funds and large institutions have $46.1B invested in CBRE Group in 2025 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 430 increasing their positions, 375 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.76% more ownership

Funds ownership: 94.67%96.42% (+1.8%)

4% more capital invested

Capital invested by funds: $44.4B → $46.1B (+$1.71B)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
1,106
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
$49.3M
Puts
$29M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IIC
701
Integrated Investment Consultants
Michigan
$470K
DWT
702
Dorsey & Whitney Trust
South Dakota
$467K
CI
703
Cigna Investments
Connecticut
$467K
WG
704
Wellington Group
Indiana
$467K
LMFP
705
Larry Mathis Financial Planning
Arizona
$464K
UB
706
UMB Bank
Missouri
$462K
FC
707
Financial Consulate
Maryland
$461K
HT
708
Headlands Technologies
Illinois
$459K
GWP
709
Gen-Wealth Partners
Michigan
$458K
CP
710
Covenant Partners
Tennessee
$454K
HAG
711
HighPoint Advisor Group
Illinois
$453K
BA
712
Bridgewater Advisors
New York
$451K
AIP
713
Ameritas Investment Partners
Nebraska
$448K
PWM
714
Perigon Wealth Management
California
$444K
JRPCML
715
J. R. Prunier Capital Management LLC
Massachusetts
$444K
ONB
716
Old National Bancorp
Indiana
$438K
YMRC
717
Yorktown Management & Research Company
Virginia
$434K
PWPS
718
Pinnacle Wealth Planning Services
Ohio
$433K
WIA
719
World Investment Advisors
California
$433K
AWA
720
Arkadios Wealth Advisors
Georgia
$430K
FCH
721
Freestone Capital Holdings
Washington
$428K
HWA
722
Heritage Wealth Advisors
Virginia
$424K
PGFC
723
Peapack-Gladstone Financial Corp
New Jersey
$424K
TCA
724
Transcend Capital Advisors
New Jersey
$424K
VFA
725
Valeo Financial Advisors
Indiana
$420K