CBRE icon

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
JWA
901
JFS Wealth Advisors
Pennsylvania
$17.8K
CT
902
Clearstead Trust
Maine
$17.8K
NC
903
North Capital
Utah
$17.4K
CT
904
Colonial Trust
South Carolina
$16.5K
AAS
905
Ameritas Advisory Services
Nebraska
$16.5K
BC
906
Bayforest Capital
United Kingdom
$16.1K
WWM
907
Wolff Wiese Magana
California
$15.6K
LCM
908
Logan Capital Management
Pennsylvania
$15K
WIM
909
Westside Investment Management
California
$14K
HFM
910
Harvest Fund Management
China
$14K
FFC
911
First Financial Corp
Indiana
$13.9K
MAFA
912
MJT & Associates Financial Advisory
Minnesota
$13.7K
DWM
913
Dogwood Wealth Management
Kansas
$13.6K
BI
914
Binnacle Investments
Iowa
$13.5K
AWM
915
Abound Wealth Management
Tennessee
$12.3K
SC
916
Solstein Capital
California
$12.1K
AW
917
Avion Wealth
Texas
$12K
FMP
918
Financial Management Professionals
Texas
$11.5K
TC
919
Truvestments Capital
Florida
$11.3K
CMP
920
Coston McIsaac & Partners
Maine
$10K
T
921
Transce3nd
Texas
$9.95K
MSWA
922
Marshall & Sterling Wealth Advisors
New York
$9.53K
MSG
923
Main Street Group
Virginia
$9.11K
CAL
924
Capital Advisors Ltd
Ohio
$9K
NSIM
925
North Star Investment Management
Illinois
$8.83K