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CBRE Group

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

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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.13% less ownership

Funds ownership: 95.8%95.67% (-0.13%)

2% less capital invested

Capital invested by funds: $38.5B → $37.5B (-$958M)

7% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 367

Holders
974
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$227M
Puts
$17.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
926
SJS Investment Consulting
Ohio
$3.01K
GP
927
Greenline Partners
New York
$2.88K
AAG
928
Armstrong Advisory Group
Massachusetts
$2.63K
GA
929
GoalVest Advisory
New York
$2.48K
CTB
930
Country Trust Bank
Illinois
$2.48K
CA
931
Crewe Advisors
Utah
$2.22K
CWC
932
Carolinas Wealth Consulting
North Carolina
$2.22K
BDPWM
933
Barnes Dennig Private Wealth Management
Ohio
$2.22K
SIS
934
Sound Income Strategies
Florida
$2.09K
GC
935
Garde Capital
Washington
$1.96K
SN
936
Sittner & Nelson
Oregon
$1.83K
HWA
937
HHM Wealth Advisors
Tennessee
$1.83K
OC
938
Oakworth Capital
Alabama
$1.83K
CA
939
CoreCap Advisors
Michigan
$1.57K
HNW
940
High Note Wealth
Minnesota
$1.57K
CAC
941
Core Alternative Capital
Georgia
$1.44K
FNWA
942
Financial Network Wealth Advisors
Utah
$1.44K
BFS
943
Bare Financial Services
Pennsylvania
$1.44K
PWA
944
Principia Wealth Advisory
Texas
$1.33K
WCM
945
WealthTrak Capital Management
Virginia
$1.31K
TFA
946
Toth Financial Advisory
Virginia
$1.31K
WPA
947
Wealth Preservation Advisors
Tennessee
$1.31K
WW
948
Winnow Wealth
Texas
$1.1K
VWA
949
Valued Wealth Advisors
Utah
$1.05K
TFA
950
Transamerica Financial Advisors
Florida
$1K