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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
AAG
1026
Armstrong Advisory Group
Massachusetts
$2.71K
CTB
1027
Country Trust Bank
Illinois
$2.57K
EWP
1028
Elevation Wealth Partners
California
$2.44K
CFG
1029
Clayton Financial Group
Missouri
$2.44K
SNB
1030
Security National Bank
Nebraska
$2.3K
IBOK
1031
Independence Bank of Kentucky
Kentucky
$2.17K
KCM
1032
Key Capital Management
Tennessee
$2.17K
1CP
1033
1015 Capital Partners
Pennsylvania
$2.17K
MWM
1034
Mascoma Wealth Management
New Hampshire
$1.9K
HNW
1035
High Note Wealth
Minnesota
$1.63K
AF
1036
Advisornet Financial
Minnesota
$1.63K
PMAM
1037
Picton Mahoney Asset Management
Ontario, Canada
$1.35K
SHIM
1038
Stone House Investment Management
Pennsylvania
$1.35K
WPA
1039
Wealth Preservation Advisors
Tennessee
$1.35K
WIM
1040
Westside Investment Management
California
$1.35K
OA
1041
Operose Advisors
Wisconsin
$1.35K
PWA
1042
Portus Wealth Advisors
North Carolina
$1.35K
ACA
1043
American Capital Advisory
Idaho
$1.22K
HIA
1044
HFM Investment Advisors
New Jersey
$1.22K
VWM
1045
Vermillion Wealth Management
Minnesota
$1.22K
WTA
1046
Washington Trust Advisors
Massachusetts
$1.22K
GWM
1047
Gilpin Wealth Management
Colorado
$1.08K
PJC
1048
Phillip James Consulting
Minnesota
$1K
GSWM
1049
Golden State Wealth Management
California
$948
MWC
1050
MBM Wealth Consultants
Missouri
$948