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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
SIC
901
Salem Investment Counselors
North Carolina
$19.2K
W
902
WealthCollab
Washington
$19.2K
OCM
903
Osterweis Capital Management
California
$19.1K +$17.2K +136 New
MA
904
MCF Advisors
Kentucky
$18.9K
CYG
905
Clean Yield Group
Vermont
$18.8K
JWA
906
JFS Wealth Advisors
Pennsylvania
$17.8K +$506 +4 +3%
CT
907
Clearstead Trust
Maine
$17.8K +$16.1K +127 New
NC
908
North Capital
Utah
$17.4K
CT
909
Colonial Trust
South Carolina
$16.5K -$632 -5 -4%
AAS
910
Ameritas Advisory Services
Nebraska
$16.5K +$14.9K +118 New
BC
911
Bayforest Capital
United Kingdom
$16.1K -$137K -1,084 -90%
WWM
912
Wolff Wiese Magana
California
$15.6K -$12.6K -100 -47%
LCM
913
Logan Capital Management
Pennsylvania
$15K -$400K -3,167 -97%
WIM
914
Westside Investment Management
California
$14K
HFM
915
Harvest Fund Management
China
$14K -$67.8K -536 -84%
FFC
916
First Financial Corp
Indiana
$13.9K
MAFA
917
MJT & Associates Financial Advisory
Minnesota
$13.7K
DWM
918
Dogwood Wealth Management
Kansas
$13.6K +$11.8K +93 +2,325%
BI
919
Binnacle Investments
Iowa
$13.5K +$1.39K +11 +13%
AWM
920
Abound Wealth Management
Tennessee
$12.3K
SC
921
Solstein Capital
California
$12.1K +$10.9K +86 New
AW
922
Avion Wealth
Texas
$12K +$3.29K +26 +43%
FMP
923
Financial Management Professionals
Texas
$11.5K
TC
924
Truvestments Capital
Florida
$11.3K
CMP
925
Coston McIsaac & Partners
Maine
$10K

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.