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CBRE Group

1,005 hedge funds and large institutions have $40.1B invested in CBRE Group in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 362 increasing their positions, 397 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:

0.31% more ownership

Funds ownership: 95.7%96% (+0.31%)

9% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 397

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

Holders
1,005
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
JP Morgan Chase
JP Morgan Chase
New York
-$131M
5
Franklin Resources
Franklin Resources
California
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
851
LRI Investments
Florida
$67.5K
DMBA
852
Deseret Mutual Benefit Administrators
Utah
$64.6K
AWM
853
Atticus Wealth Management
Florida
$63.8K
CCA
854
Catalyst Capital Advisors
New York
$63.5K
PWA
855
Physician Wealth Advisors
Utah
$48.2K
AWM
856
Accredited Wealth Management
Kentucky
$46.1K
C
857
Covestor
United Kingdom
$44K
BWL
858
Bogart Wealth LLC
Virginia
$42.2K
FMTCOCP
859
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$42K
TSMHT
860
Thurston Springer Miller Herd & Titak
Indiana
$39.9K
ZBNA
861
Zions Bancorporation, National Association
Utah
$38.8K
TWC
862
TD Waterhouse Canada
Ontario, Canada
$38.8K
MCM
863
MV Capital Management
Maryland
$36.4K
SA
864
SRH Advisors
Kansas
$35K
HFS
865
Hughes Financial Services
Virginia
$33K
TPWA
866
Twin Peaks Wealth Advisors
California
$32.9K
NC
867
NewSquare Capital
Pennsylvania
$32.9K
EPAM
868
Evelyn Partners Asset Management
$32.1K
PK
869
Pflug Koory
Nebraska
$31.5K
FFO
870
Fortitude Family Office
Arizona
$30.8K
FMII
871
Farmers & Merchants Investments Inc
Nebraska
$30.4K
CH
872
Canton Hathaway
Rhode Island
$30K
SL
873
Salomon & Ludwin
Virginia
$29.8K
S
874
Sachetta
Massachusetts
$29.7K
PWMG
875
Private Wealth Management Group
New Jersey
$28.6K