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CBRE Group

1,004 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, 361 increasing their positions, 396 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.35% more ownership

Funds ownership: 95.67%96.01% (+0.35%)

9% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 396

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

Holders
1,004
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
$52.6M
Puts
$21.6M
Net Calls
Net Calls Change

Top Buyers

1 +$236M
2 +$103M
3 +$96.5M
4
VH
ValueAct Holdings
California
+$82.6M
5
XL
XN LP
New York
+$66M

Top Sellers

1 -$354M
2 -$219M
3 -$146M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$131M
5
Franklin Resources
Franklin Resources
California
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
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
PWA
854
Physician Wealth Advisors
Utah
$48.2K
AWM
855
Accredited Wealth Management
Kentucky
$46.1K
C
856
Covestor
United Kingdom
$44K
BWL
857
Bogart Wealth LLC
Virginia
$42.2K
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
TWC
861
TD Waterhouse Canada
Ontario, Canada
$38.8K
MCM
862
MV Capital Management
Maryland
$36.4K
SA
863
SRH Advisors
Kansas
$35K
HFS
864
Hughes Financial Services
Virginia
$33K
TPWA
865
Twin Peaks Wealth Advisors
California
$32.9K
NC
866
NewSquare Capital
Pennsylvania
$32.9K
EPAM
867
Evelyn Partners Asset Management
$32.1K
PK
868
Pflug Koory
Nebraska
$31.5K
FFO
869
Fortitude Family Office
Arizona
$30.8K
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
PWMG
874
Private Wealth Management Group
New Jersey
$28.6K
ME
875
McIlrath & Eck
Washington
$28K