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CBRE Group

1,065 hedge funds and large institutions have $38.1B invested in CBRE Group in 2026 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 396 increasing their positions, 432 reducing their positions, and 132 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:

16% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 132

17% less capital invested

Capital invested by funds: $46.1B → $38.1B (-$7.98B)

21% less call options, than puts

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

Holders
1,065
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
MWM
1026
Mascoma Wealth Management
New Hampshire
$1.9K
HNW
1027
High Note Wealth
Minnesota
$1.63K
AF
1028
Advisornet Financial
Minnesota
$1.63K
PMAM
1029
Picton Mahoney Asset Management
Ontario, Canada
$1.35K
SHIM
1030
Stone House Investment Management
Pennsylvania
$1.35K
WIM
1031
Westside Investment Management
California
$1.35K
WPA
1032
Wealth Preservation Advisors
Tennessee
$1.35K
PWA
1033
Portus Wealth Advisors
North Carolina
$1.35K
OA
1034
Operose Advisors
Wisconsin
$1.35K
ACA
1035
American Capital Advisory
Idaho
$1.22K
HIA
1036
HFM Investment Advisors
New Jersey
$1.22K
VWM
1037
Vermillion Wealth Management
Minnesota
$1.22K
WTA
1038
Washington Trust Advisors
Massachusetts
$1.22K
GWM
1039
Gilpin Wealth Management
Colorado
$1.08K
PJC
1040
Phillip James Consulting
Minnesota
$1K
GSWM
1041
Golden State Wealth Management
California
$948
MWC
1042
MBM Wealth Consultants
Missouri
$948
IPS
1043
Investors Portfolio Services
Washington
$927
AF
1044
Align Financial
Minnesota
$813
DCM
1045
Davis Capital Management
Florida
$813
TWM
1046
TopTier Wealth Management
Wisconsin
$813
AA
1047
Addison Advisors
Vermont
$678
AP
1048
Atwood & Palmer
Missouri
$678
NWS
1049
Nvest Wealth Strategies
Ohio
$678
SWP
1050
Strategic Wealth Partners
Ohio
$677