We are live on ! Find out more
CBRE icon

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
AC
1101
AlphaCore Capital
California
-$68.5K -489 Closed
AWM
1102
Atticus Wealth Management
Florida
-$63.8K -455 Closed
TSMHT
1103
Thurston Springer Miller Herd & Titak
Indiana
-$39.9K -285 Closed
NC
1104
NewSquare Capital
Pennsylvania
-$32.9K -235 Closed
TPWA
1105
Twin Peaks Wealth Advisors
California
-$32.9K -211 Closed
IMC
1106
Investment Management Corporation
Virginia
-$27.8K -198 Closed
SO
1107
Sierra Ocean
California
-$23K -164 Closed
RI
1108
Ridgewood Investments
New Jersey
-$22.8K -163 Closed
BC
1109
Bayforest Capital
United Kingdom
-$16.1K -115 Closed
T
1110
Transce3nd
Texas
-$9.95K -71 Closed
RAM
1111
Riggs Asset Management
Pennsylvania
-$7.29K -52 Closed
PW
1112
Pandora Wealth
Illinois
-$5.75K -41 Closed
WCM
1113
WealthTrak Capital Management
Virginia
-$4.34K -31 Closed
GC
1114
GFG Capital
Florida
-$2.52K -18 Closed
GC
1115
Garde Capital
Washington
-$2.1K -15 Closed
HWA
1116
HHM Wealth Advisors
Tennessee
-$1.96K -14 Closed
SN
1117
Sittner & Nelson
Oregon
-$1.96K -14 Closed
SC
1118
Stephens Consulting
Michigan
-$1.26K -9 Closed
WA
1119
Whipplewood Advisors
Colorado
-$1.26K -9 Closed
ADL
1120
Asset Dedication LLC
California
-$981 -7 Closed
LFA
1121
LGT Financial Advisors
Texas
-$841 -6 Closed
TIM
1122
Total Investment Management
Arizona
-$841 -6 Closed