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CBRE Group

1,084 hedge funds and large institutions have $45.9B invested in CBRE Group in 2025 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 427 increasing their positions, 372 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.4% more ownership

Funds ownership: 94.55%95.95% (+1.4%)

3% more capital invested

Capital invested by funds: $44.3B → $45.9B (+$1.54B)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
1,084
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$49.3M
Puts
$29M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
1026
Elevation Wealth Partners
California
$4.5K
RWM
1027
Rialto Wealth Management
New York
$4.34K
VNA
1028
Valley National Advisers
Pennsylvania
$4K
BHWM
1029
Beaird Harris Wealth Management
Texas
$3.86K
BLC
1030
Brown, Lisle/Cummings
Rhode Island
$3.86K
HNW
1031
High Note Wealth
Minnesota
$3.86K
BWM
1032
Benson Wealth Management
Tennessee
$3.86K
OC
1033
Optima Capital
Oregon
$3.86K
WWA
1034
Wealth Watch Advisors
Colorado
$3.54K
PMFA
1035
Plante Moran Financial Advisors
Michigan
$3.54K
AAG
1036
Armstrong Advisory Group
Massachusetts
$3.22K
CWP
1037
Clark Wealth Partners
Illinois
$3.06K
CTB
1038
Country Trust Bank
Illinois
$3.06K
CFG
1039
Clayton Financial Group
Missouri
$2.9K
PGAM
1040
Princeton Global Asset Management
New Jersey
$2.89K
PWA
1041
Principia Wealth Advisory
Texas
$2.89K
ANBT
1042
American National Bank & Trust
Texas
$2.89K
NWM
1043
Nova Wealth Management
Florida
$2.81K
HPC
1044
HM Payson & Co
Maine
$2.57K
IBOK
1045
Independence Bank of Kentucky
Kentucky
$2.57K
KCM
1046
Key Capital Management
Tennessee
$2.57K
AWM
1047
Activest Wealth Management
Florida
$2.25K
RWM
1048
RMG Wealth Management
Wisconsin
$2.22K
ACA
1049
American Capital Advisory
Idaho
$1.93K
FNWA
1050
Financial Network Wealth Advisors
Utah
$1.77K