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CBRE Group

986 hedge funds and large institutions have $38.1B invested in CBRE Group in 2025 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 346 increasing their positions, 373 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more call options, than puts

Call options by funds: $227M | Put options by funds: $17.5M

76% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 75

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

5% more funds holding

Funds holding: 943986 (+43)

1.13% more ownership

Funds ownership: 96.05%97.19% (+1.1%)

1% less capital invested

Capital invested by funds: $38.6B → $38.1B (-$463M)

7% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 373

Holders
986
Holders Change
+43
Holders Change %
+4.56%
% of All Funds
13.22%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.25%
New
132
Increased
346
Reduced
373
Closed
75
Calls
$227M
Puts
$17.5M
Net Calls
+$210M
Net Calls Change
+$174M
Name Holding Trade Value Shares
Change
Change in
Stake
YCG
1026
Yeomans Consulting Group
Georgia
-$333K -2,533 Closed
PFW
1027
Petros Family Wealth
Minnesota
-$288K -2,197 Closed
VIA
1028
Virtus Investment Advisers
Connecticut
-$268K -2,040 Closed
BWP
1029
Balboa Wealth Partners
Arizona
-$267K -2,030 Closed
I
1030
IMPACTfolio
Colorado
-$264K -2,012 Closed
KA
1031
Kerrisdale Advisers
Florida
-$261K -1,987 Closed
FIM
1032
Freedom Investment Management
Connecticut
-$255K -1,943 Closed
TIA
1033
Trust Investment Advisors
Indiana
-$234K -1,784 Closed
CHP
1034
Cable Hill Partners
Oregon
-$208K -1,582 Closed
HWMO
1035
Heritage Wealth Management (Ohio)
Ohio
-$205K -1,565 Closed
GS
1036
GTS Securities
New York
-$205K -1,561 Closed
LCM
1037
Landscape Capital Management
New Jersey
-$203K -1,548 Closed
IWM
1038
IHT Wealth Management
Illinois
-$201K -1,531 Closed
UOTTAIMCU
1039
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$162K -1,237 Closed
KIM
1040
Kestra Investment Management
Texas
-$119K -907 Closed
HT
1041
Headlands Technologies
Illinois
-$71K -541 Closed
CIAM
1042
Caitong International Asset Management
Hong Kong
-$45K -343 Closed
EFG
1043
Ethos Financial Group
Pennsylvania
-$45K -343 Closed
OC
1044
Oarsman Capital
Wisconsin
-$34.7K -264 Closed
DP
1045
Denver PWM
Colorado
-$29.1K -222 Closed
RCM
1046
Raleigh Capital Management
North Carolina
-$16.9K -129 Closed
FW
1047
Fairway Wealth
Ohio
-$10.4K -79 Closed
A
1048
AlphaQuest
New York
-$8.14K -62 Closed
EBA
1049
Eagle Bay Advisors
New York
-$4.73K -36 Closed
M
1050
MOTCO
Texas
-$3.81K -29 Closed

CBRE Hedge Fund Activity: Q1 2025 in Review

986 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q1 2025, worth a combined $38.1B — down 1.2% from $38.6B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new CBRE positions and 75 closed out — a net gain of 57 holders — while 346 added to existing stakes and 373 trimmed.

The largest buyer was Alphinity Investment Management, adding an estimated $517M. The largest seller was Generation Investment Management, exiting entirely with an estimated $419M sold.

  • 986 institutional investors held CBRE Group (CBRE) as of Q1 2025, up from 943 in Q4 2024.
  • Funds reported $38.1B of CBRE Group stock for Q1 2025, down 1.2% quarter-over-quarter.
  • 132 funds opened new CBRE Group positions in Q1 2025 and 75 closed out, a net change of +57 holders.
  • The largest CBRE Group buyer in Q1 2025 was Alphinity Investment Management, an estimated $517M added.
  • The largest CBRE Group seller in Q1 2025 was Generation Investment Management, an estimated $419M sold.

Based on aggregated 13F filings for Q1 2025.