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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
FNWA
1026
Financial Network Wealth Advisors
Utah
$1.73K
GWSG
1027
GPS Wealth Strategies Group
Colorado
$1.58K
SHIM
1028
Stone House Investment Management
Pennsylvania
$1.58K
TFA
1029
Toth Financial Advisory
Virginia
$1.58K
WPA
1030
Wealth Preservation Advisors
Tennessee
$1.58K
VWM
1031
Vermillion Wealth Management
Minnesota
$1.58K +$1.55K +10 New
TPBG
1032
Turning Point Benefit Group
Maryland
$1.57K +$1.55K +10 New
ACA
1033
American Capital Advisory
Idaho
$1.42K
AT
1034
Avalon Trust
New Mexico
$1.42K +$1.39K +9 New
HIA
1035
HFM Investment Advisors
New Jersey
$1.42K
VWA
1036
Valued Wealth Advisors
Utah
$1.26K
FCAS
1037
First Command Advisory Services
Texas
$1.1K
GSWM
1038
Golden State Wealth Management
California
$1.1K
RS
1039
Rakuten Securities
Japan
$1.1K
WW
1040
Winnow Wealth
Texas
$948 +$928 +6 New
AF
1041
Advisornet Financial
Minnesota
$945
NRG
1042
Nemes Rush Group
Michigan
$945
SFCL
1043
Strengthening Families & Communities LLC
Massachusetts
$787
SIS
1044
Sound Income Strategies
Florida
$762 -$2.48K -16 -76%
Q1WB
1045
Quest 10 Wealth Builders
Virginia
$759
SA
1046
Seneschal Advisors
Washington
$631 +$619 +4 New
NL
1047
NVWM LLC
Pennsylvania
$630
QWM
1048
Quaker Wealth Management
New Jersey
$473
SA
1049
Scarborough Advisors
Maryland
$473
IAS
1050
IMA Advisory Services
Colorado
$473 +$309 +2 +200%