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CBRE Group

1,002 hedge funds and large institutions have $40.1B invested in CBRE Group in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 362 increasing their positions, 394 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,002
Holders Change
+28
Holders Change %
+2.87%
% of All Funds
13.43%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.19%
New
119
Increased
362
Reduced
394
Closed
76
Calls
$52.6M
Puts
$21.6M
Net Calls
+$31M
Net Calls Change
-$179M
Name Holding Trade Value Shares
Change
Shares
Change %
DMBA
851
Deseret Mutual Benefit Administrators
Utah
$64.6K
AWM
852
Atticus Wealth Management
Florida
$63.8K
CCA
853
Catalyst Capital Advisors
New York
$63.5K -$10.4K -74 -14%
PWA
854
Physician Wealth Advisors
Utah
$48.2K -$15.8K -113 -25%
AWM
855
Accredited Wealth Management
Kentucky
$46.1K
C
856
Covestor
United Kingdom
$44K -$5K -36 -10%
BWL
857
Bogart Wealth LLC
Virginia
$42.2K +$560 +4 +1%
FMTCOCP
858
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$42K
TSMHT
859
Thurston Springer Miller Herd & Titak
Indiana
$39.9K
ZBNA
860
Zions Bancorporation, National Association
Utah
$38.8K -$20.7K -148 -35%
TWC
861
TD Waterhouse Canada
Ontario, Canada
$38.8K +$1.56K +11 +4%
MCM
862
MV Capital Management
Maryland
$36.4K -$2.24K -16 -6%
SA
863
SRH Advisors
Kansas
$35K
HFS
864
Hughes Financial Services
Virginia
$33K -$624 -4 -2%
TPWA
865
Twin Peaks Wealth Advisors
California
$32.9K +$32.9K +211 New
NC
866
NewSquare Capital
Pennsylvania
$32.9K +$9.53K +68 +41%
EPAM
867
Evelyn Partners Asset Management
$32.1K +$32.1K +229 New
PK
868
Pflug Koory
Nebraska
$31.5K
FFO
869
Fortitude Family Office
Arizona
$30.8K +$280 +2 +0.9%
FMII
870
Farmers & Merchants Investments Inc
Nebraska
$30.4K
CH
871
Canton Hathaway
Rhode Island
$30K
SL
872
Salomon & Ludwin
Virginia
$29.8K
S
873
Sachetta
Massachusetts
$29.7K +$4.34K +31 +17%
PWMG
874
Private Wealth Management Group
New Jersey
$28.6K +$420 +3 +1%
DAM
875
Delta Asset Management
Tennessee
$28K