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CBRE Group
CBRE

Overview Fund Activity

1,002 hedge funds and large institutions have $40.1B invested in CBRE Group in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 362 increasing their positions, 394 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,002
Holders Change
+28
Holders Change %
+2.87%
% of All Funds
13.43%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.19%
New
119
Increased
362
Reduced
394
Closed
76
Calls
$52.6M
Puts
$21.6M
Net Calls
+$31M
Net Calls Change
-$179M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$236M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$103M
3
Principal Financial Group
Principal Financial Group
Iowa
+$96.5M
4
VH
ValueAct Holdings
California
+$82.6M
5
XL
XN LP
New York
+$66M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$354M
2
AIM
Alphinity Investment Management
Australia
-$219M
3
Invesco
Invesco
Georgia
-$146M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$131M
5
Franklin Resources
Franklin Resources
California
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
976
GPS Wealth Strategies Group
Colorado
$1.4K +$1.26K +9 +900%
SHIM
977
Stone House Investment Management
Pennsylvania
$1.4K +$1.4K +10 New
ACA
978
American Capital Advisory
Idaho
$1.26K +$1.26K +9 New
SC
979
Stephens Consulting
Michigan
$1.26K +$1.26K +9 New
HIA
980
HFM Investment Advisors
New Jersey
$1.26K +$841 +6 +200%
WA
981
Whipplewood Advisors
Colorado
$1.26K +$1.26K +9 New
VWA
982
Valued Wealth Advisors
Utah
$1.12K – – –
PWM
983
Parkworth Wealth Management
California
$1.12K +$420 +3 +60%
PMAM
984
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
RS
985
Rakuten Securities
Japan
$981 – – –
ADL
986
Asset Dedication LLC
California
$981 – – –
FCAS
987
First Command Advisory Services
Texas
$981 – – –
GSWM
988
Golden State Wealth Management
California
$981 – – –
AF
989
Advisornet Financial
Minnesota
$841 -$2.94K -21 -78%
NRG
990
Nemes Rush Group
Michigan
$841 – – –
LFA
991
LGT Financial Advisors
Texas
$841 +$841 +6 New
TIM
992
Total Investment Management
Arizona
$841 +$841 +6 New
SFCL
993
Strengthening Families & Communities LLC
Massachusetts
$701 +$701 +5 New
CA
994
Crewe Advisors
Utah
$561 -$1.82K -13 -76%
NL
995
NVWM LLC
Pennsylvania
$560 -$280 -2 -33%
QWM
996
Quaker Wealth Management
New Jersey
$421 +$421 +3 New
SA
997
Scarborough Advisors
Maryland
$420 +$420 +3 New
TFA
998
Transamerica Financial Advisors
Florida
$262 – – –
WBC
999
West Branch Capital
Massachusetts
$141 – – –
WCM
1000
Westend Capital Management
California
$140 – – –
38 39
40
41 42