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CBRE Group

1,005 hedge funds and large institutions have $40.1B invested in CBRE Group in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 362 increasing their positions, 397 reducing their positions, and 77 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:

0.31% more ownership

Funds ownership: 95.7%96% (+0.31%)

9% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 397

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

Holders
1,005
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
TFA
976
Toth Financial Advisory
Virginia
$1.4K
WPA
977
Wealth Preservation Advisors
Tennessee
$1.4K
GWSG
978
GPS Wealth Strategies Group
Colorado
$1.4K
SHIM
979
Stone House Investment Management
Pennsylvania
$1.4K
ACA
980
American Capital Advisory
Idaho
$1.26K
SC
981
Stephens Consulting
Michigan
$1.26K
HIA
982
HFM Investment Advisors
New Jersey
$1.26K
WA
983
Whipplewood Advisors
Colorado
$1.26K
VWA
984
Valued Wealth Advisors
Utah
$1.12K
PWM
985
Parkworth Wealth Management
California
$1.12K
PMAM
986
Picton Mahoney Asset Management
Ontario, Canada
$1K
ADL
987
Asset Dedication LLC
California
$981
FCAS
988
First Command Advisory Services
Texas
$981
GSWM
989
Golden State Wealth Management
California
$981
RS
990
Rakuten Securities
Japan
$981
AF
991
Advisornet Financial
Minnesota
$841
NRG
992
Nemes Rush Group
Michigan
$841
TIM
993
Total Investment Management
Arizona
$841
LFA
994
LGT Financial Advisors
Texas
$841
SFCL
995
Strengthening Families & Communities LLC
Massachusetts
$701
Q1WB
996
Quest 10 Wealth Builders
Virginia
$675
CA
997
Crewe Advisors
Utah
$561
NL
998
NVWM LLC
Pennsylvania
$560
QWM
999
Quaker Wealth Management
New Jersey
$421
SA
1000
Scarborough Advisors
Maryland
$420