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CBRE Group

1,004 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, 361 increasing their positions, 396 reducing their positions, and 77 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.35% more ownership

Funds ownership: 95.67%96.01% (+0.35%)

9% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 396

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

Holders
1,004
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
$52.6M
Puts
$21.6M
Net Calls
Net Calls Change

Top Buyers

1 +$236M
2 +$103M
3 +$96.5M
4
VH
ValueAct Holdings
California
+$82.6M
5
XL
XN LP
New York
+$66M

Top Sellers

1 -$354M
2 -$219M
3 -$146M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$131M
5
Franklin Resources
Franklin Resources
California
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
751
Iconiq Capital
California
$257K
IF
752
Intrua Financial
Texas
$248K
CAL
753
Capital Analysts LLC
Pennsylvania
$246K
IAN
754
Integrated Advisors Network
Texas
$244K
PP
755
PDS Planning
Ohio
$243K
MCM
756
Mainstream Capital Management
California
$242K
GM
757
GeoWealth Management
Illinois
$241K
GVAG
758
Great Valley Advisor Group
Delaware
$241K
GWMR
759
GC Wealth Management RIA
Massachusetts
$240K
DWM
760
Drive Wealth Management
Utah
$240K
WA
761
Wealthstream Advisors
New York
$240K
AO
762
Advisor OS
Illinois
$240K
HNB
763
Hilltop National Bank
Wyoming
$239K
MPWT
764
MassMutual Private Wealth & Trust
Connecticut
$238K
CWP
765
Core Wealth Partners
California
$238K
EWA
766
EverSource Wealth Advisors
Alabama
$238K
FFA
767
Farther Finance Advisors
California
$235K
CP
768
Canopy Partners
Ohio
$235K
SIA
769
Soltis Investment Advisors
Utah
$234K
ACA
770
Aptus Capital Advisors
Alabama
$234K
TFIPS
771
Towarzystwo Funduszy Inwestycyjnych PZU SA
$230K
PCM
772
Penserra Capital Management
California
$229K
LIM
773
Leavell Investment Management
Alabama
$229K
MQWP
774
Morey & Quinn Wealth Partners
Nebraska
$228K
GHA
775
GW Henssler & Associates
Georgia
$227K