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CMDB

Costamare Bulkers Holdings

91 hedge funds and large institutions have $68.9M invested in Costamare Bulkers Holdings in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $63M → $68.9M (+$5.94M)

0.32% more ownership

Funds ownership: 18.08%18.4% (+0.32%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

1% less funds holding

Funds holding: 9291 (-1)

13% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 32

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
28
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
101
WealthCollab
Washington
-$2.37K -165 Closed
MG
102
Mather Group
Illinois
-$302 -21 Closed
CA
103
Clearstead Advisors
Ohio
-$230 -16 Closed
ASN
104
Advisory Services Network
Georgia
-$101 -7 Closed
JWM
105
JPL Wealth Management
Colorado
-$58 -4 Closed

CMDB Hedge Fund Activity: Q4 2025 in Review

91 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Costamare Bulkers Holdings (CMDB) for Q4 2025, worth a combined $68.9M — up 9.4% from $63M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of CMDB and 13 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 28 added.

The largest buyer was Nuveen, adding an estimated $1.31M. The largest seller was Tidal Investments, exiting entirely with an estimated $998K sold.

  • 91 institutional investors held Costamare Bulkers Holdings (CMDB) as of Q4 2025, down from 92 in Q3 2025.
  • Funds reported $68.9M of Costamare Bulkers Holdings stock for Q4 2025, up 9.4% quarter-over-quarter.
  • 13 funds opened new Costamare Bulkers Holdings positions in Q4 2025 and 14 closed out, a net change of -1 holder.
  • The largest Costamare Bulkers Holdings buyer in Q4 2025 was Nuveen, an estimated $1.31M added.
  • The largest Costamare Bulkers Holdings seller in Q4 2025 was Tidal Investments, an estimated $998K sold.

Based on aggregated 13F filings for Q4 2025.