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CBRE Group
CBRE

Overview Fund Activity

974 hedge funds and large institutions have $37.5B invested in CBRE Group in 2025 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 343 increasing their positions, 367 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
974
Holders Change
+42
Holders Change %
+4.51%
% of All Funds
13.23%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.26%
New
132
Increased
343
Reduced
367
Closed
75
Calls
$227M
Puts
$17.5M
Net Calls
+$210M
Net Calls Change
+$174M

Top Buyers

1
AIM
Alphinity Investment Management
Australia
+$498M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$351M
3
Morgan Stanley
Morgan Stanley
New York
+$126M
4
GFA
Gallagher Fiduciary Advisors
Illinois
+$123M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$97M

Top Sellers

1
GIM
Generation Investment Management
United Kingdom
-$419M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$251M
3
Harris Associates
Harris Associates
Illinois
-$143M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$105M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$96.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWS
901
Retirement Wealth Solutions
Wisconsin
$8.11K – – –
T
902
Transce3nd
Texas
$8.11K +$1.57K +12 +24%
AW
903
Avion Wealth
Texas
$8K – – –
AT
904
Arlington Trust
Alabama
$7.98K – – –
TCA
905
Trifecta Capital Advisors
Illinois
$7.19K – – –
RWM
906
Ruedi Wealth Management
Illinois
$6.41K – – –
CWA
907
Carolina Wealth Advisors
South Carolina
$6.02K – – –
DF
908
Dunhill Financial
United Kingdom
$5.97K -$2.08K -16 -26%
JGIA
909
Jackson Grant Investment Advisers
Connecticut
$5.75K – – –
OCM
910
Orion Capital Management
California
$5.49K – – –
FWM
911
FSA Wealth Management
Massachusetts
$5.1K – – –
CFB
912
Cullen/Frost Bankers
Texas
$5.1K +$5.1K +39 New
AP
913
Aspect Partners
Virginia
$4.32K – – –
OP
914
ORG Partners
Indiana
$4.19K +$4.19K +32 New
DPW
915
DiNuzzo Private Wealth
Pennsylvania
$4.19K – – –
HI
916
Hoey Investments
Pennsylvania
$4.19K – – –
TWD
917
True Wealth Design
Ohio
$3.79K -$18.3K -140 -83%
BAM
918
Bellevue Asset Management
Washington
$3.66K – – –
PP
919
Pacifica Partners
Canada
$3.59K – – –
TCM
920
TD Capital Management
Tennessee
$3.53K – – –
AF
921
Advisornet Financial
Minnesota
$3.53K +$3.01K +23 +575%
EB
922
Eastern Bank
Massachusetts
$3.27K – – –
FPF
923
First Pacific Financial
Washington
$3.27K +$3.27K +25 New
BLC
924
Brown, Lisle/Cummings
Rhode Island
$3.14K +$3.14K +24 New
AWM
925
Activest Wealth Management
Florida
$3.14K +$3.14K +24 New
35 36
37
38 39