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CBRE Group

1,013 hedge funds and large institutions have $40.2B invested in CBRE Group in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 367 increasing their positions, 400 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $52.6M | Put options by funds: $21.6M

48% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 79

5% more capital invested

Capital invested by funds: $38.1B → $40.2B (+$2.09B)

3% more funds holding

Funds holding: 9861,013 (+27)

0.95% less ownership

Funds ownership: 97.19%96.23% (-0.95%)

8% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 400

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

Holders
1,013
Holders Change
+27
Holders Change %
+2.74%
% of All Funds
13.34%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.18%
New
117
Increased
367
Reduced
400
Closed
79
Calls
$52.6M
Puts
$21.6M
Net Calls
+$31M
Net Calls Change
-$179M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
751
Integrated Wealth Concepts
Massachusetts
$257K -$153K -1,211 -40%
SAM
752
Silvercrest Asset Management
New York
$257K +$6.07K +48 +3%
IC
753
Iconiq Capital
California
$257K -$86.8K -686 -27%
IF
754
Intrua Financial
Texas
$248K -$6.7K -53 -3%
FAFN
755
First Affirmative Financial Network
Colorado
$246K +$632 +5 +0.3%
CAL
756
Capital Analysts LLC
Pennsylvania
$246K -$126 -1 -0.1%
IAN
757
Integrated Advisors Network
Texas
$244K -$13.4K -106 -6%
PP
758
PDS Planning
Ohio
$243K +$21.8K +172 +11%
MCM
759
Mainstream Capital Management
California
$242K -$14.8K -117 -6%
GM
760
GeoWealth Management
Illinois
$241K -$19.2K -152 -8%
GVAG
761
Great Valley Advisor Group
Delaware
$241K
GWMR
762
GC Wealth Management RIA
Massachusetts
$240K +$217K +1,716 New
DWM
763
Drive Wealth Management
Utah
$240K -$1.26K -10 -0.6%
WA
764
Wealthstream Advisors
New York
$240K +$4.43K +35 +2%
AO
765
Advisor OS
Illinois
$240K -$18.6K -147 -8%
HNB
766
Hilltop National Bank
Wyoming
$239K +$216K +1,708 New
MPWT
767
MassMutual Private Wealth & Trust
Connecticut
$238K +$36.2K +286 +20%
CWP
768
Core Wealth Partners
California
$238K
EWA
769
EverSource Wealth Advisors
Alabama
$238K +$91.7K +725 +75%
FFA
770
Farther Finance Advisors
California
$235K +$8.09K +64 +4%
CP
771
Canopy Partners
Ohio
$235K -$2.02K -16 -0.9%
SIA
772
Soltis Investment Advisors
Utah
$234K -$3.04K -24 -1%
ACA
773
Aptus Capital Advisors
Alabama
$234K -$4.17K -33 -2%
TFIPS
774
Towarzystwo Funduszy Inwestycyjnych PZU SA
$230K +$12.6K +100 +6%
PCM
775
Penserra Capital Management
California
$229K +$18.5K +146 +10%

CBRE Hedge Fund Activity: Q2 2025 in Review

1,013 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q2 2025, worth a combined $40.2B — up 5.5% from $38.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new CBRE positions and 79 closed out — a net gain of 38 holders — while 367 added to existing stakes and 400 trimmed.

The largest buyer was Millennium Management, adding an estimated $213M. The largest seller was Fidelity Investments, cutting an estimated $320M.

  • 1,013 institutional investors held CBRE Group (CBRE) as of Q2 2025, up from 986 in Q1 2025.
  • Funds reported $40.2B of CBRE Group stock for Q2 2025, up 5.5% quarter-over-quarter.
  • 117 funds opened new CBRE Group positions in Q2 2025 and 79 closed out, a net change of +38 holders.
  • The largest CBRE Group buyer in Q2 2025 was Millennium Management, an estimated $213M added.
  • The largest CBRE Group seller in Q2 2025 was Fidelity Investments, an estimated $320M sold.

Based on aggregated 13F filings for Q2 2025.