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Calumet Specialty Products

149 hedge funds and large institutions have $827M invested in Calumet Specialty Products in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 44 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

18% more capital invested

Capital invested by funds: $699M → $827M (+$128M)

11% more funds holding

Funds holding: 134149 (+15)

1.02% more ownership

Funds ownership: 51.23%52.25% (+1%)

7% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 41

2% more call options, than puts

Call options by funds: $89.2M | Put options by funds: $87.5M

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
149
Holders Change
+15
Holders Change %
+11.19%
% of All Funds
1.96%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
30
Increased
44
Reduced
41
Closed
15
Calls
$89.2M
Puts
$87.5M
Net Calls
+$1.75M
Net Calls Change
+$8.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WDOM
1
Wasserstein Debt Opportunities Management
New York
$106M
TSC
2
Two Seas Capital
New York
$105M +$20.6M +1,254,929 +28%
AAA
3
Adams Asset Advisors
Texas
$98.7M
BlackRock
4
BlackRock
New York
$90.1M +$3.79M +230,176 +5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$84.8M -$371K -22,562 -0.5%
DMKJ
6
David M. Knott Jr
$51.6M -$7.4M -450,000 -14%
State Street
7
State Street
Massachusetts
$40.3M +$532K +32,312 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$30.6M -$458K -27,853 -2%
Marshall Wace
9
Marshall Wace
United Kingdom
$16.3M +$3.86M +234,766 +36%
Morgan Stanley
10
Morgan Stanley
New York
$14.4M +$4.55M +276,584 +54%
Brown Advisory
11
Brown Advisory
Maryland
$14M +$10.1M +615,724 +410%
Northern Trust
12
Northern Trust
Illinois
$10.8M -$131K -7,938 -1%
Charles Schwab
13
Charles Schwab
California
$10.1M -$251K -15,272 -3%
Raymond James Financial
14
Raymond James Financial
Florida
$9.45M -$263K -15,965 -3%
ACA
15
AYAL Capital Advisors
Ontario, Canada
$7.6M +$1.34M +81,645 +24%
GECH
16
Garnet Equity Capital Holdings
New York
$6.97M -$3.76M -228,581 -37%
Mariner
17
Mariner
Kansas
$6.74M +$5.5M +334,544 +960%
Bank of America
18
Bank of America
North Carolina
$6.61M -$4.07M -247,299 -41%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6.5M +$608K +36,928 +12%
RC
20
Rangeley Capital
Connecticut
$6.04M +$197K +12,000 +4%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$5.13M +$1.6M +97,234 +53%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$3.56M -$298K -18,144 -9%
OL
23
one8zero8 LLC
North Carolina
$3.46M +$36.1K +2,195 +1%
UBS Group
24
UBS Group
Switzerland
$3.44M -$4.34M -263,649 -58%
TI
25
Trexquant Investment
Connecticut
$3.33M -$717K -43,560 -19%

CLMT Hedge Fund Activity: Q3 2025 in Review

149 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Calumet Specialty Products (CLMT) for Q3 2025, worth a combined $827M — up 18% from $699M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CLMT positions and 15 closed out — a net gain of 15 holders — while 44 added to existing stakes and 41 trimmed.

The largest buyer was Two Seas Capital, adding an estimated $20.6M. The largest seller was David M. Knott Jr, cutting an estimated $7.4M.

  • 149 institutional investors held Calumet Specialty Products (CLMT) as of Q3 2025, up from 134 in Q2 2025.
  • Funds reported $827M of Calumet Specialty Products stock for Q3 2025, up 18% quarter-over-quarter.
  • 30 funds opened new Calumet Specialty Products positions in Q3 2025 and 15 closed out, a net change of +15 holders.
  • The largest Calumet Specialty Products buyer in Q3 2025 was Two Seas Capital, an estimated $20.6M added.
  • The largest Calumet Specialty Products seller in Q3 2025 was David M. Knott Jr, an estimated $7.4M sold.

Based on aggregated 13F filings for Q3 2025.