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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
LSA
826
Leonteq Securities AG
Switzerland
$70.4K +$16.2K +119 +28%
LI
827
LRI Investments
Florida
$69.7K -$10.3K -76 -12%
HWM
828
Hemington Wealth Management
Virginia
$69K +$8.02K +59 +13%
CCA
829
Catalyst Capital Advisors
New York
$68.9K +$22.3K +164 +45%
CTC
830
Central Trust Company
Missouri
$63.3K
AWM
831
Avior Wealth Management
Nebraska
$61.1K -$622K -4,580 -91%
DMBA
832
Deseret Mutual Benefit Administrators
Utah
$60.3K
PWA
833
Physician Wealth Advisors
Utah
$59.8K
AWM
834
Atticus Wealth Management
Florida
$59.5K
RCA
835
Runnymede Capital Advisors
Ohio
$57.5K
ZBNA
836
Zions Bancorporation, National Association
Utah
$55.6K +$57.8K +425 New
APW
837
Aventura Private Wealth
Florida
$55.2K +$815 +6 +1%
LFG
838
Larson Financial Group
Missouri
$51.8K +$9.38K +69 +21%
WF
839
Wayfinding Financial
Washington
$47K +$49.3K +363 New
C
840
Covestor
United Kingdom
$46K +$6.93K +51 +17%
AWM
841
Accredited Wealth Management
Kentucky
$43K +$34.5K +254 +339%
FMTCOCP
842
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$39K
QL
843
Quarry LP
New York
$39K +$20K +147 +97%
BWL
844
Bogart Wealth LLC
Virginia
$38.8K -$3.53K -26 -8%
TSMHT
845
Thurston Springer Miller Herd & Titak
Indiana
$37.3K +$36.1K +266 +1,400%
MCM
846
MV Capital Management
Maryland
$36.1K +$2.31K +17 +7%
TWC
847
TD Waterhouse Canada
Ontario, Canada
$34.4K -$311K -2,290 -90%
SA
848
SRH Advisors
Kansas
$32.7K
EPAM
849
Evelyn Partners Asset Management
$29.9K
PK
850
Pflug Koory
Nebraska
$29.4K

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.