We are live on ! Find out more
CBRE icon

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
IPS
1051
Investors Portfolio Services
Washington
$927
AF
1052
Align Financial
Minnesota
$813
DCM
1053
Davis Capital Management
Florida
$813
TWM
1054
TopTier Wealth Management
Wisconsin
$813
AA
1055
Addison Advisors
Vermont
$678
AP
1056
Atwood & Palmer
Missouri
$678
NWS
1057
Nvest Wealth Strategies
Ohio
$678
DWP
1058
Destiny Wealth Partners
Florida
$677
SWP
1059
Strategic Wealth Partners
Ohio
$677
Q1WB
1060
Quest 10 Wealth Builders
Virginia
$653
NL
1061
NVWM LLC
Pennsylvania
$542
SA
1062
Seneschal Advisors
Washington
$542
BIM
1063
Breakwater Investment Management
Washington
$542
VWA
1064
Valued Wealth Advisors
Utah
$407
QWM
1065
Quaker Wealth Management
New Jersey
$407
TCM
1066
Triumph Capital Management
Colorado
$271
GFA
1067
Godfrey Financial Associates
New York
$271
CW
1068
Curio Wealth
Maryland
$271
TFA
1069
Toth Financial Advisory
Virginia
$136
WBC
1070
West Branch Capital
Massachusetts
$136
SA
1071
Scarborough Advisors
Maryland
$135
WCM
1072
Westend Capital Management
California
$135
NF
1073
Napier Financial
Massachusetts
$135
Norges Bank
1074
Norges Bank
Norway
FCM
1075
Farallon Capital Management
California