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CBRE Group

986 hedge funds and large institutions have $38.1B invested in CBRE Group in 2025 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 346 increasing their positions, 373 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more call options, than puts

Call options by funds: $227M | Put options by funds: $17.5M

76% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 75

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

5% more funds holding

Funds holding: 943986 (+43)

1.13% more ownership

Funds ownership: 96.05%97.19% (+1.1%)

1% less capital invested

Capital invested by funds: $38.6B → $38.1B (-$463M)

7% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 373

Holders
986
Holders Change
+43
Holders Change %
+4.56%
% of All Funds
13.22%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.25%
New
132
Increased
346
Reduced
373
Closed
75
Calls
$227M
Puts
$17.5M
Net Calls
+$210M
Net Calls Change
+$174M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
901
Synergy Investment Management
Florida
$9.55K
CAL
902
Capital Advisors Ltd
Ohio
$9K
CMP
903
Coston McIsaac & Partners
Maine
$9K
MSWA
904
Marshall & Sterling Wealth Advisors
New York
$8.89K +$9.24K +68 New
MSG
905
Main Street Group
Virginia
$8.5K
GFPC
906
Global Financial Private Client
Florida
$8.5K +$2.58K +19 +41%
RWML
907
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$8.37K
NSIM
908
North Star Investment Management
Illinois
$8.24K
HWP
909
Highline Wealth Partners
California
$8.24K +$2.31K +17 +37%
RWS
910
Retirement Wealth Solutions
Wisconsin
$8.11K
T
911
Transce3nd
Texas
$8.11K +$1.63K +12 +24%
AW
912
Avion Wealth
Texas
$8K
AT
913
Arlington Trust
Alabama
$7.98K
TCA
914
Trifecta Capital Advisors
Illinois
$7.19K
RWM
915
Ruedi Wealth Management
Illinois
$6.41K
CWA
916
Carolina Wealth Advisors
South Carolina
$6.02K
DF
917
Dunhill Financial
United Kingdom
$5.97K -$2.17K -16 -26%
JGIA
918
Jackson Grant Investment Advisers
Connecticut
$5.75K
OCM
919
Orion Capital Management
California
$5.49K
FWM
920
FSA Wealth Management
Massachusetts
$5.1K
CFB
921
Cullen/Frost Bankers
Texas
$5.1K +$5.3K +39 New
AP
922
Aspect Partners
Virginia
$4.32K
OP
923
ORG Partners
Indiana
$4.19K +$4.35K +32 New
DPW
924
DiNuzzo Private Wealth
Pennsylvania
$4.18K
HI
925
Hoey Investments
Pennsylvania
$4.18K

CBRE Hedge Fund Activity: Q1 2025 in Review

986 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q1 2025, worth a combined $38.1B — down 1.2% from $38.6B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new CBRE positions and 75 closed out — a net gain of 57 holders — while 346 added to existing stakes and 373 trimmed.

The largest buyer was Alphinity Investment Management, adding an estimated $517M. The largest seller was Generation Investment Management, exiting entirely with an estimated $419M sold.

  • 986 institutional investors held CBRE Group (CBRE) as of Q1 2025, up from 943 in Q4 2024.
  • Funds reported $38.1B of CBRE Group stock for Q1 2025, down 1.2% quarter-over-quarter.
  • 132 funds opened new CBRE Group positions in Q1 2025 and 75 closed out, a net change of +57 holders.
  • The largest CBRE Group buyer in Q1 2025 was Alphinity Investment Management, an estimated $517M added.
  • The largest CBRE Group seller in Q1 2025 was Generation Investment Management, an estimated $419M sold.

Based on aggregated 13F filings for Q1 2025.