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Costamare

184 hedge funds and large institutions have $601M invested in Costamare in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 61 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more call options, than puts

Call options by funds: $11M | Put options by funds: $3.15M

38% more capital invested

Capital invested by funds: $435M → $601M (+$166M)

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

15% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 61

5% more funds holding

Funds holding: 176184 (+8)

1.94% more ownership

Funds ownership: 29.74%31.68% (+1.9%)

Holders
184
Holders Change
+8
Holders Change %
+4.55%
% of All Funds
2.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
70
Reduced
61
Closed
26
Calls
$11M
Puts
$3.15M
Net Calls
+$7.88M
Net Calls Change
+$4.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$4.24M +$774K +56,034 +26%
KCM
27
Kendall Capital Management
Maryland
$4.03M +$250K +18,061 +8%
Northern Trust
28
Northern Trust
Illinois
$4.01M -$452K -32,729 -11%
SBH
29
Segall Bryant & Hamill
Illinois
$3.95M -$46.8K -3,389 -1%
EI
30
EAM Investors
California
$3.68M +$3.22M +233,203 New
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$3.62M -$962K -69,619 -23%
HKAM
32
Horizon Kinetics Asset Management
New York
$3.5M -$71.2K -5,150 -2%
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$3.47M -$63.5K -4,592 -2%
UBS Group
34
UBS Group
Switzerland
$3.36M +$1.27M +91,584 +75%
Connor, Clark & Lunn Investment Management (CC&L)
35
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.2M +$381K +27,574 +16%
Point72 Asset Management
36
Point72 Asset Management
Connecticut
$3M +$2.63M +190,201 New
Marshall Wace
37
Marshall Wace
United Kingdom
$2.99M -$7.21M -521,917 -73%
CAMG
38
CWA Asset Management Group
Florida
$2.47M +$81.8K +5,923 +4%
JCIA
39
Jackson Creek Investment Advisors
Colorado
$2.47M -$59.2K -4,281 -3%
Charles Schwab
40
Charles Schwab
California
$2.45M +$151K +10,926 +8%
Barclays
41
Barclays
United Kingdom
$2.35M +$728K +52,716 +55%
Federated Hermes
42
Federated Hermes
Pennsylvania
$2.34M +$2M +144,446 +4,003%
CCIA
43
Campbell & Co Investment Adviser
Maryland
$2.21M -$49.4K -3,575 -2%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$2.18M +$1.79M +129,515 +1,467%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$2.17M -$16.9K -1,221 -0.9%
Raymond James Financial
46
Raymond James Financial
Florida
$2.14M -$42.2K -3,052 -2%
Citigroup
47
Citigroup
New York
$2.1M +$1.67M +120,777 +994%
MAM
48
Martingale Asset Management
Massachusetts
$2.04M +$1.15M +83,511 +182%
Deutsche Bank
49
Deutsche Bank
Germany
$2.04M +$1.41M +101,901 +372%
Franklin Resources
50
Franklin Resources
California
$1.94M -$129K -9,340 -7%