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CBRE Group

986 hedge funds and large institutions have $38.1B invested in CBRE Group in 2025 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 346 increasing their positions, 373 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more call options, than puts

Call options by funds: $227M | Put options by funds: $17.5M

76% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 75

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

5% more funds holding

Funds holding: 943986 (+43)

1.13% more ownership

Funds ownership: 96.05%97.19% (+1.1%)

1% less capital invested

Capital invested by funds: $38.6B → $38.1B (-$463M)

7% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 373

Holders
986
Holders Change
+43
Holders Change %
+4.56%
% of All Funds
13.22%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.25%
New
132
Increased
346
Reduced
373
Closed
75
Calls
$227M
Puts
$17.5M
Net Calls
+$210M
Net Calls Change
+$174M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
751
Silvercrest Asset Management
New York
$234K +$243K +1,788 New
CI
752
CX Institutional
Indiana
$231K +$136 +1 +0.1%
TPI
753
Trust Point Inc
Wisconsin
$231K -$329K -2,424 -58%
CAL
754
Capital Analysts LLC
Pennsylvania
$230K -$544 -4 -0.2%
FAFN
755
First Affirmative Financial Network
Colorado
$229K -$3.13K -23 -1%
DWM
756
Drive Wealth Management
Utah
$225K -$1.22K -9 -0.5%
GVAG
757
Great Valley Advisor Group
Delaware
$224K -$2.31K -17 -1%
CWP
758
Core Wealth Partners
California
$222K
ACA
759
Aptus Capital Advisors
Alabama
$222K +$10.5K +77 +5%
LIM
760
Leavell Investment Management
Alabama
$222K +$231K +1,699 New
SIA
761
Soltis Investment Advisors
Utah
$222K +$231K +1,697 New
CP
762
Canopy Partners
Ohio
$221K +$230K +1,690 New
WA
763
Wealthstream Advisors
New York
$219K -$2.45K -18 -1%
KCM
764
Kathmere Capital Management
Pennsylvania
$216K +$224K +1,652 New
MFP
765
Meridian Financial Partners
Virginia
$216K -$20.4K -150 -8%
SQA
766
Simon Quick Advisors
New Jersey
$214K +$223K +1,638 New
MA
767
MJP Associates
Connecticut
$214K -$124K -916 -36%
LFA
768
Legacy Financial Advisors
Kentucky
$214K +$222K +1,635 New
RS
769
R Squared
Hong Kong
$213K +$123K +903 +124%
FMLI
770
Fukoku Mutual Life Insurance
Japan
$213K -$56.4K -415 -20%
CWM
771
Circle Wealth Management
New Jersey
$212K +$3.81K +28 +2%
GHA
772
GW Henssler & Associates
Georgia
$212K -$18.8K -138 -8%
FFA
773
Farther Finance Advisors
California
$212K -$286K -2,102 -57%
DFA
774
DHJJ Financial Advisors
Illinois
$210K -$408 -3 -0.2%
SMA
775
Sage Mountain Advisors
Georgia
$209K -$67.4K -496 -24%

CBRE Hedge Fund Activity: Q1 2025 in Review

986 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q1 2025, worth a combined $38.1B — down 1.2% from $38.6B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new CBRE positions and 75 closed out — a net gain of 57 holders — while 346 added to existing stakes and 373 trimmed.

The largest buyer was Alphinity Investment Management, adding an estimated $517M. The largest seller was Generation Investment Management, exiting entirely with an estimated $419M sold.

  • 986 institutional investors held CBRE Group (CBRE) as of Q1 2025, up from 943 in Q4 2024.
  • Funds reported $38.1B of CBRE Group stock for Q1 2025, down 1.2% quarter-over-quarter.
  • 132 funds opened new CBRE Group positions in Q1 2025 and 75 closed out, a net change of +57 holders.
  • The largest CBRE Group buyer in Q1 2025 was Alphinity Investment Management, an estimated $517M added.
  • The largest CBRE Group seller in Q1 2025 was Generation Investment Management, an estimated $419M sold.

Based on aggregated 13F filings for Q1 2025.