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CBRE Group

1,004 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, 361 increasing their positions, 396 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:

0.35% more ownership

Funds ownership: 95.67%96.01% (+0.35%)

9% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 396

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

Holders
1,004
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
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$131M
5
Franklin Resources
Franklin Resources
California
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
976
Wealth Preservation Advisors
Tennessee
$1.4K
GWSG
977
GPS Wealth Strategies Group
Colorado
$1.4K
SHIM
978
Stone House Investment Management
Pennsylvania
$1.4K
SC
979
Stephens Consulting
Michigan
$1.26K
ACA
980
American Capital Advisory
Idaho
$1.26K
HIA
981
HFM Investment Advisors
New Jersey
$1.26K
WA
982
Whipplewood Advisors
Colorado
$1.26K
VWA
983
Valued Wealth Advisors
Utah
$1.12K
PWM
984
Parkworth Wealth Management
California
$1.12K
PMAM
985
Picton Mahoney Asset Management
Ontario, Canada
$1K
FCAS
986
First Command Advisory Services
Texas
$981
GSWM
987
Golden State Wealth Management
California
$981
RS
988
Rakuten Securities
Japan
$981
ADL
989
Asset Dedication LLC
California
$981
AF
990
Advisornet Financial
Minnesota
$841
NRG
991
Nemes Rush Group
Michigan
$841
LFA
992
LGT Financial Advisors
Texas
$841
TIM
993
Total Investment Management
Arizona
$841
SFCL
994
Strengthening Families & Communities LLC
Massachusetts
$701
Q1WB
995
Quest 10 Wealth Builders
Virginia
$675
CA
996
Crewe Advisors
Utah
$561
NL
997
NVWM LLC
Pennsylvania
$560
QWM
998
Quaker Wealth Management
New Jersey
$421
SA
999
Scarborough Advisors
Maryland
$420
TFA
1000
Transamerica Financial Advisors
Florida
$262