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CBRE Group
CBRE

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: 12 → 19 (+7)

5% more funds holding

Funds holding: 943 → 986 (+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

Top Buyers

Rank Fund Capital Flow
1
AIM
Alphinity Investment Management
Australia
+$517M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$364M
3
Morgan Stanley
Morgan Stanley
New York
+$131M
4
GFA
Gallagher Fiduciary Advisors
Illinois
+$127M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$101M

Top Sellers

Rank Fund Capital Flow
1
GIM
Generation Investment Management
United Kingdom
-$419M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$261M
3
Harris Associates
Harris Associates
Illinois
-$148M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$109M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$100M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
926
True Wealth Design
Ohio
$3.79K -$19K -140 -83%
BAM
927
Bellevue Asset Management
Washington
$3.66K – – –
PP
928
Pacifica Partners
Canada
$3.59K – – –
TCM
929
TD Capital Management
Tennessee
$3.53K – – –
AF
930
Advisornet Financial
Minnesota
$3.53K +$3.13K +23 +575%
EB
931
Eastern Bank
Massachusetts
$3.27K – – –
FPF
932
First Pacific Financial
Washington
$3.27K +$3.4K +25 New
AWM
933
Activest Wealth Management
Florida
$3.14K +$3.26K +24 New
BLC
934
Brown, Lisle/Cummings
Rhode Island
$3.14K +$3.26K +24 New
SIC
935
SJS Investment Consulting
Ohio
$3.01K – – –
GP
936
Greenline Partners
New York
$2.88K +$2.99K +22 New
AAG
937
Armstrong Advisory Group
Massachusetts
$2.63K – – –
GA
938
GoalVest Advisory
New York
$2.48K +$408 +3 +19%
CTB
939
Country Trust Bank
Illinois
$2.48K +$2.58K +19 New
MWA
940
Medallion Wealth Advisors
Connecticut
$2.23K +$2.31K +17 New
CA
941
Crewe Advisors
Utah
$2.22K +$1.77K +13 +325%
CWC
942
Carolinas Wealth Consulting
North Carolina
$2.22K – – –
BDPWM
943
Barnes Dennig Private Wealth Management
Ohio
$2.22K +$2.31K +17 New
CWP
944
Clark Wealth Partners
Illinois
$2.09K -$136 -1 -6%
SIS
945
Sound Income Strategies
Florida
$2.09K – – –
GC
946
Garde Capital
Washington
$1.96K +$2.04K +15 New
HWA
947
HHM Wealth Advisors
Tennessee
$1.83K – – –
SN
948
Sittner & Nelson
Oregon
$1.83K – – –
OC
949
Oakworth Capital
Alabama
$1.83K +$1.9K +14 New
CA
950
CoreCap Advisors
Michigan
$1.57K -$327K -2,410 -100%
36 37
38
39 40

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.