CBRE icon

CBRE Group

1,096 hedge funds and large institutions have $46B invested in CBRE Group in 2025 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 431 increasing their positions, 371 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.72% more ownership

Funds ownership: 94.55%96.27% (+1.7%)

4% more capital invested

Capital invested by funds: $44.3B → $46B (+$1.69B)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
1,096
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
$49.3M
Puts
$29M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APG
801
Abacus Planning Group
South Carolina
$274K
DWM
802
Drive Wealth Management
Utah
$273K
CWP
803
Core Wealth Partners
California
$273K
CWP
804
Curated Wealth Partners
California
$272K
SW
805
SVB Wealth
Massachusetts
$272K
WS
806
Wedbush Securities
California
$271K
SPC
807
Sigma Planning Corp
Michigan
$270K
FMI
808
Frec Markets Inc
California
$269K
PCM
809
Palisade Capital Management
New Jersey
$269K
GFP
810
Gryphon Financial Partners
Ohio
$268K
CI
811
Conning Inc
Connecticut
$266K
CAM
812
Cresset Asset Management
Illinois
$265K
MFP
813
Meridian Financial Partners
Virginia
$263K
CGL
814
Clarius Group LLC
Washington
$262K
ICP
815
Interchange Capital Partners
Pennsylvania
$262K
PCM
816
Penserra Capital Management
California
$262K
GS
817
GWN Securities
Florida
$261K
CWM
818
Circle Wealth Management
New Jersey
$258K
IWC
819
Integrated Wealth Concepts
Massachusetts
$258K
DFA
820
DHJJ Financial Advisors
Illinois
$256K
SMA
821
Sage Mountain Advisors
Georgia
$256K
VC
822
VarCov Co
Connecticut
$255K
OL
823
Optas LLC
Texas
$254K
GLA
824
Great Lakes Advisors
Illinois
$251K
AC
825
AlphaCore Capital
California
$251K