We are live on ! Find out more
CBRE icon

CBRE Group

1,058 hedge funds and large institutions have $44.4B invested in CBRE Group in 2025 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 403 increasing their positions, 366 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $75.1M | Put options by funds: $38.6M

92% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 65

10% more capital invested

Capital invested by funds: $40.2B → $44.4B (+$4.17B)

10% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 366

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

5% more funds holding

Funds holding: 1,0121,058 (+46)

1.57% less ownership

Funds ownership: 96.23%94.67% (-1.6%)

Holders
1,058
Holders Change
+46
Holders Change %
+4.55%
% of All Funds
13.89%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
125
Increased
403
Reduced
366
Closed
65
Calls
$75.1M
Puts
$38.6M
Net Calls
+$36.5M
Net Calls Change
+$5.57M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
801
Circle Wealth Management
New Jersey
$251K
MNBTD
802
Moody National Bank Trust Division
Texas
$251K -$47.2K -305 -16%
TFP
803
Triune Financial Partners
Kansas
$250K
WS
804
Wedbush Securities
California
$248K
QL
805
Quarry LP
New York
$247K -$195K -1,258 -44%
OL
806
Optas LLC
Texas
$244K +$9.28K +60 +4%
JSW
807
Journey Strategic Wealth
New Jersey
$244K +$18.7K +121 +8%
CCA
808
Childress Capital Advisors
Texas
$242K +$238K +1,536 New
CPW
809
Crestmont Private Wealth
Texas
$242K -$3.25K -21 -1%
1C
810
111 Capital
France
$242K +$238K +1,536 New
BF
811
BOK Financial
Oklahoma
$240K +$61.1K +395 +35%
QWP
812
Quotient Wealth Partners
Texas
$239K +$12.1K +78 +5%
GCP
813
GSA Capital Partners
United Kingdom
$239K +$235K +1,518 New
Capstone Investment Advisors
814
Capstone Investment Advisors
New York
$239K +$234K +1,514 New
AF
815
Allworth Financial
California
$238K +$98.5K +637 +73%
GIC
816
GFI Investment Counsel
Ontario, Canada
$236K
EA
817
Everpar Advisors
Oklahoma
$236K +$232K +1,497 New
FMLI
818
Fukoku Mutual Life Insurance
Japan
$235K
MFP
819
Meridian Financial Partners
Virginia
$235K +$155 +1 +0.1%
PCIG
820
Partners Capital Investment Group
Massachusetts
$234K
IWM
821
IHT Wealth Management
Illinois
$234K -$12.4K -80 -5%
MA
822
MJP Associates
Connecticut
$234K +$2.01K +13 +0.9%
HWMO
823
Heritage Wealth Management (Ohio)
Ohio
$233K -$5.41K -35 -2%
AFM
824
Armstrong Fleming & Moore
District of Columbia
$233K
CI Investments Inc
825
CI Investments Inc
Ontario, Canada
$231K +$52.8K +341 +30%