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CBRE Group

1,007 hedge funds and large institutions have $40.2B invested in CBRE Group in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 363 increasing their positions, 398 reducing their positions, and 79 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:

0.36% more ownership

Funds ownership: 95.76%96.12% (+0.36%)

9% less repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 398

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

Holders
1,007
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
OAJ
951
Ogorek Anthony Joseph
New York
$4K
CIAS
952
CBIZ Investment Advisory Services
Ohio
$3.92K
KG
953
Kilter Group
New York
$3.78K
TCM
954
TD Capital Management
Tennessee
$3.78K
IWM
955
IMG Wealth Management
Florida
$3.78K
BHWM
956
Beaird Harris Wealth Management
Texas
$3.5K
DF
957
Dunhill Financial
United Kingdom
$3.45K
BLC
958
Brown, Lisle/Cummings
Rhode Island
$3.36K
CA
959
CoreCap Advisors
Michigan
$3.36K
SIS
960
Sound Income Strategies
Florida
$2.94K
AAG
961
Armstrong Advisory Group
Massachusetts
$2.8K
RWM
962
Rialto Wealth Management
New York
$2.8K
CTB
963
Country Trust Bank
Illinois
$2.66K
PGAM
964
Princeton Global Asset Management
New Jersey
$2.52K
GC
965
GFG Capital
Florida
$2.52K
NWM
966
Nova Wealth Management
Florida
$2.45K
CAWM
967
Capital A Wealth Management
Pennsylvania
$2.42K
BHWM
968
Bay Harbor Wealth Management
Maryland
$2.24K
SIC
969
SJS Investment Consulting
Ohio
$2.1K
GC
970
Garde Capital
Washington
$2.1K
HWA
971
HHM Wealth Advisors
Tennessee
$1.96K
SN
972
Sittner & Nelson
Oregon
$1.96K
PWA
973
Principia Wealth Advisory
Texas
$1.82K
TIM
974
Tortoise Investment Management
New York
$1.68K
AWM
975
Activest Wealth Management
Florida
$1.54K