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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
WWA
1001
Wealth Watch Advisors
Colorado
$4.57K +$4.49K +29 New
PP
1002
Pacifica Partners
Canada
$4.54K
IWM
1003
IMG Wealth Management
Florida
$4.25K
TCM
1004
TD Capital Management
Tennessee
$4.25K
DF
1005
Dunhill Financial
United Kingdom
$3.9K +$155 +1 +4%
BLC
1006
Brown, Lisle/Cummings
Rhode Island
$3.78K
RWM
1007
Rialto Wealth Management
New York
$3.47K +$309 +2 +10%
PMFA
1008
Plante Moran Financial Advisors
Michigan
$3.47K +$3.4K +22 New
AAG
1009
Armstrong Advisory Group
Massachusetts
$3.15K
BDPWM
1010
Barnes Dennig Private Wealth Management
Ohio
$3.15K -$1.55K -10 -33%
BHWM
1011
Bay Harbor Wealth Management
Maryland
$3.15K +$619 +4 +25%
CWP
1012
Clark Wealth Partners
Illinois
$3.06K +$619 +4 +27%
VNA
1013
Valley National Advisers
Pennsylvania
$3K +$3.4K +22 New
CTB
1014
Country Trust Bank
Illinois
$2.99K
CA
1015
Crewe Advisors
Utah
$2.99K +$2.32K +15 +375%
EWP
1016
Elevation Wealth Partners
California
$2.99K +$2.94K +19 New
PGAM
1017
Princeton Global Asset Management
New Jersey
$2.84K
NWM
1018
Nova Wealth Management
Florida
$2.75K
AWM
1019
Activest Wealth Management
Florida
$2.68K +$928 +6 +55%
TIM
1020
Tortoise Investment Management
New York
$2.52K +$619 +4 +33%
HPC
1021
HM Payson & Co
Maine
$2.52K +$2.48K +16 New
SIC
1022
SJS Investment Consulting
Ohio
$2.36K
PWA
1023
Principia Wealth Advisory
Texas
$2.36K +$309 +2 +15%
PMAM
1024
Picton Mahoney Asset Management
Ontario, Canada
$2K
CAC
1025
Core Alternative Capital
Georgia
$1.73K