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CBRE Group

1,073 hedge funds and large institutions have $38.1B invested in CBRE Group in 2026 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 397 increasing their positions, 438 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less first-time investments, than exits

New positions opened: 112 | Existing positions closed: 130

17% less capital invested

Capital invested by funds: $46.1B → $38.1B (-$7.95B)

21% less call options, than puts

Call options by funds: $51.2M | Put options by funds: $65M

Holders
1,073
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$51.2M
Puts
$65M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
1001
IMA Advisory Services
Colorado
$5.15K
AT
1002
Arlington Trust
Alabama
$5.15K
UFPG
1003
United Financial Planning Group
New York
$5.01K
DF
1004
Dunhill Financial
United Kingdom
$4.98K
SC
1005
Stance Capital
Massachusetts
$4.88K
BHWM
1006
Bay Harbor Wealth Management
Maryland
$4.88K
MSG
1007
Main Street Group
Virginia
$4.47K
RWM
1008
RMG Wealth Management
Wisconsin
$4.38K
KG
1009
Kilter Group
New York
$4.33K
ACM
1010
Accent Capital Management
Ohio
$4.33K
DPW
1011
DiNuzzo Private Wealth
Pennsylvania
$4.33K
HI
1012
Hoey Investments
Pennsylvania
$4.33K
HPBT
1013
Hickory Point Bank & Trust
Illinois
$4.33K
MEG
1014
Millstone Evans Group
Colorado
$4.2K
RL
1015
Rogco LP
Oklahoma
$4.2K
EP
1016
Essential Partners
California
$3.79K
VR
1017
Vision Retirement
New Jersey
$3.79K
CWP
1018
Clark Wealth Partners
Illinois
$3.79K
EFMH
1019
E Fund Management (HK)
Hong Kong
$3.66K
TCM
1020
TD Capital Management
Tennessee
$3.66K
BHWM
1021
Beaird Harris Wealth Management
Texas
$3.25K
BWM
1022
Benson Wealth Management
Tennessee
$3.25K
PMFA
1023
Plante Moran Financial Advisors
Michigan
$2.98K
JSAM
1024
J. Safra Asset Management
New York
$2.98K
CIAS
1025
CBIZ Investment Advisory Services
Ohio
$2.85K