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CBRE Group
CBRE

Overview Fund Activity

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
Holders
974
Holders Change
+42
Holders Change %
+4.51%
% of All Funds
13.23%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.26%
New
132
Increased
343
Reduced
367
Closed
75
Calls
$227M
Puts
$17.5M
Net Calls
+$210M
Net Calls Change
+$174M

Top Buyers

1
AIM
Alphinity Investment Management
Australia
+$498M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$351M
3
Morgan Stanley
Morgan Stanley
New York
+$126M
4
GFA
Gallagher Fiduciary Advisors
Illinois
+$123M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$97M

Top Sellers

1
GIM
Generation Investment Management
United Kingdom
-$419M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$251M
3
Harris Associates
Harris Associates
Illinois
-$143M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$105M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$96.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
751
Drive Wealth Management
Utah
$225K -$1.18K -9 -0.5%
GVAG
752
Great Valley Advisor Group
Delaware
$224K -$2.22K -17 -1%
CWP
753
Core Wealth Partners
California
$222K – – –
ACA
754
Aptus Capital Advisors
Alabama
$222K +$10.1K +77 +5%
LIM
755
Leavell Investment Management
Alabama
$222K +$222K +1,699 New
SIA
756
Soltis Investment Advisors
Utah
$222K +$222K +1,697 New
CP
757
Canopy Partners
Ohio
$221K +$221K +1,690 New
WA
758
Wealthstream Advisors
New York
$219K -$2.35K -18 -1%
KCM
759
Kathmere Capital Management
Pennsylvania
$216K +$216K +1,652 New
MFP
760
Meridian Financial Partners
Virginia
$216K -$19.6K -150 -8%
SQA
761
Simon Quick Advisors
New Jersey
$214K +$214K +1,638 New
MA
762
MJP Associates
Connecticut
$214K -$120K -916 -36%
LFA
763
Legacy Financial Advisors
Kentucky
$214K +$214K +1,635 New
RS
764
R Squared
Hong Kong
$213K +$118K +903 +124%
FMLI
765
Fukoku Mutual Life Insurance
Japan
$213K -$54.3K -415 -20%
CWM
766
Circle Wealth Management
New Jersey
$212K +$3.66K +28 +2%
GHA
767
GW Henssler & Associates
Georgia
$212K -$18K -138 -8%
FFA
768
Farther Finance Advisors
California
$212K -$275K -2,102 -57%
DFA
769
DHJJ Financial Advisors
Illinois
$210K -$392 -3 -0.2%
SMA
770
Sage Mountain Advisors
Georgia
$209K -$64.9K -496 -24%
AA
771
Alta Advisers
United Kingdom
$209K +$209K +1,598 New
APG
772
Abacus Planning Group
South Carolina
$208K +$392 +3 +0.2%
TFP
773
Triune Financial Partners
Kansas
$207K +$131 +1 +0.1%
FA
774
Fermata Advisors
California
$207K +$207K +1,585 New
CL
775
CIM LLC
New York
$206K -$16.7K -128 -8%
29 30
31
32 33