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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
GWM
801
Geneos Wealth Management
Colorado
$151K +$121K +887 +332%
BF
802
BOK Financial
Oklahoma
$147K -$408 -3 -0.3%
VCM
803
Versant Capital Management
Arizona
$141K +$75K +552 +104%
GBT
804
Grove Bank & Trust
Florida
$138K +$9.51K +70 +7%
RIL
805
Rothschild Investment LLC
Illinois
$135K +$6.25K +46 +5%
GC
806
Globeflex Capital
California
$131K
PTC
807
Private Trust Company
Ohio
$130K -$12.8K -94 -9%
CFO
808
CVA Family Office
Colorado
$128K +$7.75K +57 +6%
FHA
809
First Horizon Advisors
Tennessee
$127K -$95.7K -704 -42%
EWA
810
EverSource Wealth Advisors
Alabama
$127K +$38.9K +286 +42%
AIM
811
Anchor Investment Management
South Carolina
$123K
USB
812
Union Savings Bank
Connecticut
$118K +$123K +902 New
QC
813
Quent Capital
New York
$116K +$1.9K +14 +2%
OIA
814
Optimum Investment Advisors
Illinois
$108K
HI
815
Harbour Investments
Wisconsin
$106K +$3.13K +23 +3%
SIM
816
Sentry Investment Management
Wisconsin
$105K -$36.3K -267 -23%
CH
817
Cromwell Holdings
Wyoming
$104K +$2.17K +16 +2%
AF
818
Allworth Financial
California
$94.7K +$18.3K +135 +21%
HFM
819
Harvest Fund Management
China
$83K -$965K -7,104 -92%
BGAI
820
Bruce G. Allen Investments
Colorado
$82.3K +$1.63K +12 +2%
FF
821
Friedenthal Financial
New Jersey
$77.4K +$27.6K +203 +52%
PPC
822
Park Place Capital
Alabama
$77.3K -$6.93K -51 -8%
AGWCA
823
Annis Gardner Whiting Capital Advisors
Florida
$76.9K -$991K -7,296 -93%
MHR
824
Matthew Hamilton Rosenberg
$75.6K
ETC
825
Exchange Traded Concepts
Oklahoma
$74.9K -$384K -2,824 -83%

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.