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CBRE Group

1,058 hedge funds and large institutions have $44.4B invested in CBRE Group in 2025 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 403 increasing their positions, 366 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $75.1M | Put options by funds: $38.6M

92% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 65

10% more capital invested

Capital invested by funds: $40.2B → $44.4B (+$4.17B)

10% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 366

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

5% more funds holding

Funds holding: 1,0121,058 (+46)

1.57% less ownership

Funds ownership: 96.23%94.67% (-1.6%)

Holders
1,058
Holders Change
+46
Holders Change %
+4.55%
% of All Funds
13.89%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
125
Increased
403
Reduced
366
Closed
65
Calls
$75.1M
Puts
$38.6M
Net Calls
+$36.5M
Net Calls Change
+$5.57M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
976
Carolina Wealth Advisors
South Carolina
$7.25K
JGIA
977
Jackson Grant Investment Advisers
Connecticut
$6.93K
MWA
978
Medallion Wealth Advisors
Connecticut
$6.93K +$2.63K +17 +63%
AP
979
Aspect Partners
Virginia
$6.93K +$1.7K +11 +33%
VWWMG
980
Vermillion & White Wealth Management Group
Pennsylvania
$6.78K +$6.65K +43 New
BFS
981
Bare Financial Services
Pennsylvania
$6.62K
OCM
982
Orion Capital Management
California
$6.62K
RF
983
Rossby Financial
Florida
$6.58K +$6.5K +42 New
CFB
984
Cullen/Frost Bankers
Texas
$6.46K
SGK
985
Steigerwald Gordon & Koch
Virginia
$6.46K +$6.34K +41 New
MAM
986
Marquette Asset Management
Minnesota
$6.3K +$6.19K +40 New
FWM
987
FSA Wealth Management
Massachusetts
$6.14K
CCM
988
Cloud Capital Management
Washington
$6K +$6.34K +41 New
CA
989
CoreCap Advisors
Michigan
$5.59K +$1.7K +11 +46%
HIA
990
Harbor Investment Advisory
Maryland
$5.51K +$5.41K +35 New
MSG
991
Main Street Group
Virginia
$5.2K -$4.95K -32 -49%
DPW
992
DiNuzzo Private Wealth
Pennsylvania
$5.19K
HI
993
Hoey Investments
Pennsylvania
$5.04K
KG
994
Kilter Group
New York
$5.04K +$773 +5 +19%
BHWM
995
Beaird Harris Wealth Management
Texas
$5.04K +$1.08K +7 +28%
ACM
996
Accent Capital Management
Ohio
$5.04K +$4.95K +32 New
OAJ
997
Ogorek Anthony Joseph
New York
$5K +$309 +2 +6%
PAM
998
Palisade Asset Management
Minnesota
$4.88K +$4.8K +31 New
BAM
999
Bellevue Asset Management
Washington
$4.88K +$155 +1 +3%
MEG
1000
Millstone Evans Group
Colorado
$4.88K +$4.8K +31 New