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Cleveland-Cliffs

565 hedge funds and large institutions have $2.99B invested in Cleveland-Cliffs in 2025 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 223 increasing their positions, 153 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 153

43% more call options, than puts

Call options by funds: $377M | Put options by funds: $264M

0.83% more ownership

Funds ownership: 72.78%73.61% (+0.83%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 94

1% less funds holding

Funds holding: 573565 (-8)

11% less capital invested

Capital invested by funds: $3.37B → $2.99B (-$380M)

Holders
565
Holders Change
-8
Holders Change %
-1.4%
% of All Funds
7.58%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
94
Increased
223
Reduced
153
Closed
94
Calls
$377M
Puts
$264M
Net Calls
+$113M
Net Calls Change
-$189M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$398M -$15.9M -1,561,154 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$394M -$7.97M -784,678 -2%
State Street
3
State Street
Massachusetts
$188M +$7.62M +749,529 +3%
SPC
4
Slate Path Capital
New York
$181M +$58.5M +5,757,000 +36%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$173M -$1.57M -154,292 -0.7%
FFH
6
Fairfax Financial Holdings
Ontario, Canada
$122M +$91.5M +9,000,000 +153%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$72.8M +$3.96M +389,317 +5%
Morgan Stanley
8
Morgan Stanley
New York
$69.4M +$4.26M +418,921 +5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$58.6M -$2.55M -251,285 -3%
Marshall Wace
10
Marshall Wace
United Kingdom
$47.3M +$53.3M +5,243,714 +1,030%
Norges Bank
11
Norges Bank
Norway
$43M +$4.06M +399,539 +8%
UBS Group
12
UBS Group
Switzerland
$39.3M -$17.7M -1,746,089 -27%
Charles Schwab
13
Charles Schwab
California
$37.8M +$4.27M +419,832 +10%
Bank of America
14
Bank of America
North Carolina
$36.8M +$29.9M +2,938,502 +191%
DMC
15
Drexel Morgan & Co
Pennsylvania
$36.1M +$901K +88,680 +2%
Deutsche Bank
16
Deutsche Bank
Germany
$33.9M +$5.82M +572,262 +16%
Northern Trust
17
Northern Trust
Illinois
$33M +$551K +54,244 +1%
Millennium Management
18
Millennium Management
New York
$32.1M -$32.4M -3,185,328 -45%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$32M +$487K +47,952 +1%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$31.2M +$10.7M +1,051,096 +38%
Allianz Asset Management
21
Allianz Asset Management
Germany
$29.2M +$22.7M +2,232,799 +169%
Wells Fargo
22
Wells Fargo
California
$27.7M +$24.4M +2,398,739 +247%
Mirae Asset Global ETFs Holdings
23
Mirae Asset Global ETFs Holdings
Hong Kong
$27M -$2.24M -220,412 -6%
American Century Companies
24
American Century Companies
Missouri
$26.6M -$3.81M -374,839 -10%
JF
25
Jump Financial
Illinois
$24.7M +$23.9M +2,351,372 +362%

CLF Hedge Fund Activity: Q1 2025 in Review

565 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Cleveland-Cliffs (CLF) for Q1 2025, worth a combined $2.99B — down 11% from $3.37B a quarter earlier.

Fund positioning in CLF was balanced in Q1 2025: 94 funds opened new positions, 94 closed out, 223 added to existing stakes and 153 trimmed.

The largest buyer was Fairfax Financial Holdings, adding an estimated $91.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $57.6M.

  • 565 institutional investors held Cleveland-Cliffs (CLF) as of Q1 2025, down from 573 in Q4 2024.
  • Funds reported $2.99B of Cleveland-Cliffs stock for Q1 2025, down 11% quarter-over-quarter.
  • 94 funds opened new Cleveland-Cliffs positions in Q1 2025 and 94 closed out, a net change of 0 holders.
  • The largest Cleveland-Cliffs buyer in Q1 2025 was Fairfax Financial Holdings, an estimated $91.5M added.
  • The largest Cleveland-Cliffs seller in Q1 2025 was T. Rowe Price Associates, an estimated $57.6M sold.

Based on aggregated 13F filings for Q1 2025.