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CBRE Group

1,058 hedge funds and large institutions have $44.4B invested in CBRE Group in 2025 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 403 increasing their positions, 366 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $75.1M | Put options by funds: $38.6M

92% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 65

10% more capital invested

Capital invested by funds: $40.2B → $44.4B (+$4.17B)

10% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 366

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

5% more funds holding

Funds holding: 1,0121,058 (+46)

1.57% less ownership

Funds ownership: 96.23%94.67% (-1.6%)

Holders
1,058
Holders Change
+46
Holders Change %
+4.55%
% of All Funds
13.89%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
125
Increased
403
Reduced
366
Closed
65
Calls
$75.1M
Puts
$38.6M
Net Calls
+$36.5M
Net Calls Change
+$5.57M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
851
Channel Wealth
California
$203K +$199K +1,288 New
ST
852
Smithfield Trust
Pennsylvania
$202K
JFG
853
Jefferies Financial Group
New York
$202K +$198K +1,280 New
QFA
854
Quantum Financial Advisors
California
$202K +$198K +1,280 New
HI
855
Humankind Investments
New York
$201K -$30.2K -195 -13%
ABWM
856
Alpine Bank Wealth Management
Colorado
$199K
IWA
857
Icon Wealth Advisors
Texas
$196K +$45.5K +294 +31%
CAL
858
Capital Analysts LLC
Pennsylvania
$194K -$80.8K -522 -30%
WA
859
Westfuller Advisors
New York
$168K +$165K +1,066 New
GBT
860
Grove Bank & Trust
Florida
$164K +$4.02K +26 +3%
VCM
861
Versant Capital Management
Arizona
$162K +$12.1K +78 +8%
RIL
862
Rothschild Investment LLC
Illinois
$157K +$619 +4 +0.4%
CFO
863
CVA Family Office
Colorado
$154K +$6.81K +44 +5%
QC
864
Quent Capital
New York
$151K +$149K +960 New
SWA
865
SOA Wealth Advisors
New York
$147K
AIM
866
Anchor Investment Management
South Carolina
$141K -$7.74K -50 -5%
PTC
867
Private Trust Company
Ohio
$133K -$10.2K -66 -7%
CH
868
Cromwell Holdings
Wyoming
$130K
OIA
869
Optimum Investment Advisors
Illinois
$130K
HI
870
Harbour Investments
Wisconsin
$128K +$2.48K +16 +2%
GRP
871
Global Retirement Partners
California
$128K +$17.2K +111 +16%
OL
872
OneFund LLC
Florida
$128K +$4.49K +29 +4%
LFG
873
Larson Financial Group
Missouri
$123K +$11.9K +77 +11%
SIM
874
Sentry Investment Management
Wisconsin
$113K -$22.6K -146 -16%
TCOT
875
Trust Company of Toledo
Ohio
$110K