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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
BWL
901
Bogart Wealth LLC
Virginia
$48.1K +$619 +4 +1%
FMTCOCP
902
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$47K
CJ
903
Caitlin John
Michigan
$45.2K +$44.4K +287 New
MCM
904
MV Capital Management
Maryland
$41K
SA
905
SRH Advisors
Kansas
$39.4K
BOJHT
906
Bank of Jackson Hole Trust
Wyoming
$37.7K +$37K +239 New
C
907
Covestor
United Kingdom
$37K -$12.5K -81 -26%
EPAM
908
Evelyn Partners Asset Management
$36.1K
PK
909
Pflug Koory
Nebraska
$35.5K
FFO
910
Fortitude Family Office
Arizona
$34.7K
FMII
911
Farmers & Merchants Investments Inc
Nebraska
$34.2K
CH
912
Canton Hathaway
Rhode Island
$34K
WA
913
WPG Advisers
Maryland
$33.6K +$4.18K +27 +15%
S
914
Sachetta
Massachusetts
$33.4K
HFS
915
Hughes Financial Services
Virginia
$32.2K
PWMG
916
Private Wealth Management Group
New Jersey
$32.1K
AG
917
AmeriFlex Group
Nevada
$31.8K +$31.2K +202 New
BIA
918
Bell Investment Advisors
California
$31.7K +$309 +2 +1%
DAM
919
Delta Asset Management
Tennessee
$31.5K
ME
920
McIlrath & Eck
Washington
$31.5K
SS
921
SBI Securities
Japan
$30.6K +$3.56K +23 +13%
RA
922
Rise Advisors
New York
$30.4K +$1.39K +9 +5%
GKIM
923
GW&K Investment Management
Massachusetts
$30K
CPG
924
Cornerstone Planning Group
New Jersey
$29.8K +$2.48K +16 +9%
GWM
925
Geneos Wealth Management
Colorado
$28.2K -$50.7K -328 -65%