CBRE icon

CBRE Group

1,096 hedge funds and large institutions have $46B invested in CBRE Group in 2025 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 431 increasing their positions, 371 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:

1.72% more ownership

Funds ownership: 94.55%96.27% (+1.7%)

4% more capital invested

Capital invested by funds: $44.3B → $46B (+$1.69B)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
1,096
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
LMFP
701
Larry Mathis Financial Planning
Arizona
$464K
UB
702
UMB Bank
Missouri
$462K
FC
703
Financial Consulate
Maryland
$461K
HT
704
Headlands Technologies
Illinois
$459K
GWP
705
Gen-Wealth Partners
Michigan
$458K
CP
706
Covenant Partners
Tennessee
$454K
HAG
707
HighPoint Advisor Group
Illinois
$453K
BA
708
Bridgewater Advisors
New York
$451K
AIP
709
Ameritas Investment Partners
Nebraska
$448K
PWM
710
Perigon Wealth Management
California
$444K
ONB
711
Old National Bancorp
Indiana
$438K
YMRC
712
Yorktown Management & Research Company
Virginia
$434K
PWPS
713
Pinnacle Wealth Planning Services
Ohio
$433K
WIA
714
World Investment Advisors
California
$433K
AWA
715
Arkadios Wealth Advisors
Georgia
$430K
FCH
716
Freestone Capital Holdings
Washington
$428K
HWA
717
Heritage Wealth Advisors
Virginia
$424K
PGFC
718
Peapack-Gladstone Financial Corp
New Jersey
$424K
TCA
719
Transcend Capital Advisors
New Jersey
$424K
VFA
720
Valeo Financial Advisors
Indiana
$420K
SOW
721
State of Wyoming
Wyoming
$415K
PAM
722
Panagora Asset Management
Massachusetts
$410K
BC
723
Burney Company
Virginia
$408K
OWP
724
Obermeyer Wealth Partners
Colorado
$399K
CJ
725
Caitlin John
Michigan
$399K