CBRE icon

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
CAC
976
Core Alternative Capital
Georgia
$1.54K
FNWA
977
Financial Network Wealth Advisors
Utah
$1.54K
TFA
978
Toth Financial Advisory
Virginia
$1.4K
WPA
979
Wealth Preservation Advisors
Tennessee
$1.4K
GWSG
980
GPS Wealth Strategies Group
Colorado
$1.4K
SHIM
981
Stone House Investment Management
Pennsylvania
$1.4K
ACA
982
American Capital Advisory
Idaho
$1.26K
SC
983
Stephens Consulting
Michigan
$1.26K
HIA
984
HFM Investment Advisors
New Jersey
$1.26K
WA
985
Whipplewood Advisors
Colorado
$1.26K
VWA
986
Valued Wealth Advisors
Utah
$1.12K
PWM
987
Parkworth Wealth Management
California
$1.12K
PMAM
988
Picton Mahoney Asset Management
Ontario, Canada
$1K
FCAS
989
First Command Advisory Services
Texas
$981
GSWM
990
Golden State Wealth Management
California
$981
ADL
991
Asset Dedication LLC
California
$981
RS
992
Rakuten Securities
Japan
$981
AF
993
Advisornet Financial
Minnesota
$841
NRG
994
Nemes Rush Group
Michigan
$841
TIM
995
Total Investment Management
Arizona
$841
LFA
996
LGT Financial Advisors
Texas
$841
SFCL
997
Strengthening Families & Communities LLC
Massachusetts
$701
Q1WB
998
Quest 10 Wealth Builders
Virginia
$675
CA
999
Crewe Advisors
Utah
$561
NL
1000
NVWM LLC
Pennsylvania
$560