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CBRE Group

974 hedge funds and large institutions have $37.5B invested in CBRE Group in 2025 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 343 increasing their positions, 367 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.13% less ownership

Funds ownership: 95.8%95.67% (-0.13%)

2% less capital invested

Capital invested by funds: $38.5B → $37.5B (-$958M)

7% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 367

Holders
974
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$227M
Puts
$17.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
751
Drive Wealth Management
Utah
$225K
GVAG
752
Great Valley Advisor Group
Delaware
$224K
CWP
753
Core Wealth Partners
California
$222K
ACA
754
Aptus Capital Advisors
Alabama
$222K
LIM
755
Leavell Investment Management
Alabama
$222K
SIA
756
Soltis Investment Advisors
Utah
$222K
CP
757
Canopy Partners
Ohio
$221K
WA
758
Wealthstream Advisors
New York
$219K
KCM
759
Kathmere Capital Management
Pennsylvania
$216K
MFP
760
Meridian Financial Partners
Virginia
$216K
SQA
761
Simon Quick Advisors
New Jersey
$214K
MA
762
MJP Associates
Connecticut
$214K
LFA
763
Legacy Financial Advisors
Kentucky
$214K
RS
764
R Squared
Hong Kong
$213K
FMLI
765
Fukoku Mutual Life Insurance
Japan
$213K
CWM
766
Circle Wealth Management
New Jersey
$212K
GHA
767
GW Henssler & Associates
Georgia
$212K
FFA
768
Farther Finance Advisors
California
$212K
DFA
769
DHJJ Financial Advisors
Illinois
$210K
SMA
770
Sage Mountain Advisors
Georgia
$209K
AA
771
Alta Advisers
United Kingdom
$209K
APG
772
Abacus Planning Group
South Carolina
$208K
TFP
773
Triune Financial Partners
Kansas
$207K
FA
774
Fermata Advisors
California
$207K
CL
775
CIM LLC
New York
$206K