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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
BHWM
976
Bay Harbor Wealth Management
Maryland
$653 +$679 +5 New
PCTC
977
Perkins Coie Trust Company
Washington
$653 +$679 +5 New
Q1WB
978
Quest 10 Wealth Builders
Virginia
$630 +$408 +3 +150%
BMC
979
Bear Mountain Capital
Washington
$609 +$679 +5 New
DWM
980
Dogwood Wealth Management
Kansas
$523 +$544 +4 New
HIA
981
HFM Investment Advisors
New Jersey
$393 +$408 +3 New
CIA
982
Cape Investment Advisory
Georgia
$131 – – –
WBC
983
West Branch Capital
Massachusetts
$131 – – –
WCM
984
Westend Capital Management
California
$131 – – –
GWSG
985
GPS Wealth Strategies Group
Colorado
$131 +$136 +1 New
SSG
986
Summit Securities Group
New York
$131 +$136 +1 New
GIM
987
Generation Investment Management
United Kingdom
– -$419M -3,192,849 Closed
D.E. Shaw & Co
988
D.E. Shaw & Co
New York
– -$37.9M -288,423 Closed
Holocene Advisors
989
Holocene Advisors
New York
– -$32.8M -249,701 Closed
OCM
990
Oribel Capital Management
New York
– -$16.9M -124,500 Closed
Jacobs Levy Equity Management
991
Jacobs Levy Equity Management
New Jersey
– -$11.6M -88,575 Closed
QT
992
Quantbot Technologies
New York
– -$6.71M -51,105 Closed
AIMCA
993
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$4.42M -33,700 Closed
WAM
994
Wakefield Asset Management
Colorado
– -$3.49M -26,619 Closed
FHB
995
First Hawaiian Bank
Hawaii
– -$3.48M -26,487 Closed
BFM
996
Boothbay Fund Management
New York
– -$3.26M -23,988 Closed
EWM
997
Elevatus Welath Management
New York
– -$2.36M -17,983 Closed
NICM
998
Neo Ivy Capital Management
New York
– -$2.28M -17,394 Closed
VWM
999
Vivid Wealth Management
Iowa
– -$2.26M -17,219 Closed
SCM
1000
Sandler Capital Management
New York
– -$1.99M -15,122 Closed
38 39
40
41 42

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.