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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, 362 increasing their positions, 394 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
362
Reduced
394
Closed
76
Calls
$52.6M
Puts
$21.6M
Net Calls
+$31M
Net Calls Change
-$179M
Name Holding Trade Value Shares
Change
Shares
Change %
IC
751
Iconiq Capital
California
$257K -$96.1K -686 -27%
IF
752
Intrua Financial
Texas
$248K -$7.43K -53 -3%
CAL
753
Capital Analysts LLC
Pennsylvania
$246K -$140 -1 -0.1%
IAN
754
Integrated Advisors Network
Texas
$244K -$14.9K -106 -6%
PP
755
PDS Planning
Ohio
$243K +$24.1K +172 +11%
MCM
756
Mainstream Capital Management
California
$242K -$16.4K -117 -6%
GM
757
GeoWealth Management
Illinois
$241K -$21.3K -152 -8%
GVAG
758
Great Valley Advisor Group
Delaware
$241K
GWMR
759
GC Wealth Management RIA
Massachusetts
$240K +$240K +1,716 New
DWM
760
Drive Wealth Management
Utah
$240K -$1.4K -10 -0.6%
WA
761
Wealthstream Advisors
New York
$240K +$4.9K +35 +2%
AO
762
Advisor OS
Illinois
$240K -$20.6K -147 -8%
HNB
763
Hilltop National Bank
Wyoming
$239K +$239K +1,708 New
MPWT
764
MassMutual Private Wealth & Trust
Connecticut
$238K +$40.1K +286 +20%
CWP
765
Core Wealth Partners
California
$238K
EWA
766
EverSource Wealth Advisors
Alabama
$238K +$102K +725 +75%
FFA
767
Farther Finance Advisors
California
$235K +$8.97K +64 +4%
CP
768
Canopy Partners
Ohio
$235K -$2.24K -16 -0.9%
SIA
769
Soltis Investment Advisors
Utah
$234K -$3.36K -24 -1%
ACA
770
Aptus Capital Advisors
Alabama
$234K -$4.62K -33 -2%
TFIPS
771
Towarzystwo Funduszy Inwestycyjnych PZU SA
$230K +$14K +100 +6%
PCM
772
Penserra Capital Management
California
$229K +$20.4K +146 +10%
LIM
773
Leavell Investment Management
Alabama
$229K -$9.53K -68 -4%
MQWP
774
Morey & Quinn Wealth Partners
Nebraska
$228K -$35.3K -252 -13%
GHA
775
GW Henssler & Associates
Georgia
$227K