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CBRE Group

1,013 hedge funds and large institutions have $40.2B invested in CBRE Group in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 367 increasing their positions, 400 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $52.6M | Put options by funds: $21.6M

48% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 79

5% more capital invested

Capital invested by funds: $38.1B → $40.2B (+$2.09B)

3% more funds holding

Funds holding: 9861,013 (+27)

0.95% less ownership

Funds ownership: 97.19%96.23% (-0.95%)

8% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 400

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

Holders
1,013
Holders Change
+27
Holders Change %
+2.74%
% of All Funds
13.34%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.18%
New
117
Increased
367
Reduced
400
Closed
79
Calls
$52.6M
Puts
$21.6M
Net Calls
+$31M
Net Calls Change
-$179M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
851
Geneos Wealth Management
Colorado
$71K -$81.8K -647 -56%
CTC
852
Central Trust Company
Missouri
$68.9K +$1.01K +8 +2%
AC
853
AlphaCore Capital
California
$68.5K +$61.8K +489 New
LI
854
LRI Investments
Florida
$67.5K -$6.45K -51 -10%
DMBA
855
Deseret Mutual Benefit Administrators
Utah
$64.6K
AWM
856
Atticus Wealth Management
Florida
$63.8K
CCA
857
Catalyst Capital Advisors
New York
$63.5K -$9.36K -74 -14%
APW
858
Aventura Private Wealth
Florida
$58.3K -$759 -6 -1%
PWA
859
Physician Wealth Advisors
Utah
$48.2K -$14.3K -113 -25%
AWM
860
Accredited Wealth Management
Kentucky
$46.1K
C
861
Covestor
United Kingdom
$44K -$4.55K -36 -10%
BWL
862
Bogart Wealth LLC
Virginia
$42.2K +$506 +4 +1%
FMTCOCP
863
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$42K
TSMHT
864
Thurston Springer Miller Herd & Titak
Indiana
$39.9K
ZBNA
865
Zions Bancorporation, National Association
Utah
$38.8K -$18.7K -148 -35%
TWC
866
TD Waterhouse Canada
Ontario, Canada
$38.8K +$1.39K +11 +4%
MCM
867
MV Capital Management
Maryland
$36.4K -$2.02K -16 -6%
SA
868
SRH Advisors
Kansas
$35K
HFS
869
Hughes Financial Services
Virginia
$33K -$506 -4 -2%
TPWA
870
Twin Peaks Wealth Advisors
California
$32.9K +$26.7K +211 New
NC
871
NewSquare Capital
Pennsylvania
$32.9K +$8.6K +68 +41%
EPAM
872
Evelyn Partners Asset Management
$32.1K
PK
873
Pflug Koory
Nebraska
$31.5K
FFO
874
Fortitude Family Office
Arizona
$30.8K +$253 +2 +0.9%
FMII
875
Farmers & Merchants Investments Inc
Nebraska
$30.4K

CBRE Hedge Fund Activity: Q2 2025 in Review

1,013 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q2 2025, worth a combined $40.2B — up 5.5% from $38.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new CBRE positions and 79 closed out — a net gain of 38 holders — while 367 added to existing stakes and 400 trimmed.

The largest buyer was Millennium Management, adding an estimated $213M. The largest seller was Fidelity Investments, cutting an estimated $320M.

  • 1,013 institutional investors held CBRE Group (CBRE) as of Q2 2025, up from 986 in Q1 2025.
  • Funds reported $40.2B of CBRE Group stock for Q2 2025, up 5.5% quarter-over-quarter.
  • 117 funds opened new CBRE Group positions in Q2 2025 and 79 closed out, a net change of +38 holders.
  • The largest CBRE Group buyer in Q2 2025 was Millennium Management, an estimated $213M added.
  • The largest CBRE Group seller in Q2 2025 was Fidelity Investments, an estimated $320M sold.

Based on aggregated 13F filings for Q2 2025.