CBRE icon

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 %
SIC
926
SJS Investment Consulting
Ohio
$3.01K – – –
GP
927
Greenline Partners
New York
$2.88K +$2.88K +22 New
AAG
928
Armstrong Advisory Group
Massachusetts
$2.63K – – –
GA
929
GoalVest Advisory
New York
$2.49K +$392 +3 +19%
CTB
930
Country Trust Bank
Illinois
$2.49K +$2.49K +19 New
CA
931
Crewe Advisors
Utah
$2.22K +$1.7K +13 +325%
CWC
932
Carolinas Wealth Consulting
North Carolina
$2.22K – – –
BDPWM
933
Barnes Dennig Private Wealth Management
Ohio
$2.22K +$2.22K +17 New
SIS
934
Sound Income Strategies
Florida
$2.09K – – –
GC
935
Garde Capital
Washington
$1.96K +$1.96K +15 New
SN
936
Sittner & Nelson
Oregon
$1.83K – – –
HWA
937
HHM Wealth Advisors
Tennessee
$1.83K – – –
OC
938
Oakworth Capital
Alabama
$1.83K +$1.83K +14 New
CA
939
CoreCap Advisors
Michigan
$1.57K -$315K -2,410 -100%
HNW
940
High Note Wealth
Minnesota
$1.57K +$1.57K +12 New
CAC
941
Core Alternative Capital
Georgia
$1.44K – – –
BFS
942
Bare Financial Services
Pennsylvania
$1.44K +$1.44K +11 New
FNWA
943
Financial Network Wealth Advisors
Utah
$1.44K +$1.44K +11 New
PWA
944
Principia Wealth Advisory
Texas
$1.33K +$364 +3 +38%
WCM
945
WealthTrak Capital Management
Virginia
$1.31K -$4.58K -35 -78%
TFA
946
Toth Financial Advisory
Virginia
$1.31K – – –
WPA
947
Wealth Preservation Advisors
Tennessee
$1.31K +$1.31K +10 New
WW
948
Winnow Wealth
Texas
$1.1K +$365 +3 +50%
VWA
949
Valued Wealth Advisors
Utah
$1.05K – – –
TFA
950
Transamerica Financial Advisors
Florida
$1K – – –
36 37
38
39 40