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Costamare

163 hedge funds and large institutions have $305M invested in Costamare in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 68 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $3.01M | Put options by funds: $1.09M

6% less funds holding

Funds holding: 173163 (-10)

7.75% less ownership

Funds ownership: 35.62%27.87% (-7.7%)

13% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 68

28% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 32

95% less capital invested

Capital invested by funds: $5.87B → $305M (-$5.56B)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
163
Holders Change
-10
Holders Change %
-5.78%
% of All Funds
2.15%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
59
Reduced
68
Closed
32
Calls
$3.01M
Puts
$1.09M
Net Calls
+$1.92M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
151
Physician Wealth Advisors
Utah
$911 +$890 +100 New
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$829 +$516 +58 +176%
Jones Financial Companies
153
Jones Financial Companies
Missouri
$822 +$792 +89 New
WCM
154
WealthTrak Capital Management
Virginia
$638 +$623 +70 New
AF
155
Allworth Financial
California
$565 +$223 +25 +68%
CA
156
Clearstead Advisors
Ohio
$556 +$543 +61 New
SAM
157
Smartleaf Asset Management
Massachusetts
$517 -$1.34K -151 -73%
PWMG
158
Private Wealth Management Group
New Jersey
$420 -$890 -100 -68%
AAP
159
Arax Advisory Partners
Colorado
$374 -$2.88K -323 -89%
Pacer Advisors
160
Pacer Advisors
Pennsylvania
$328 -$329 -37 -51%
TWD
161
True Wealth Design
Ohio
$73 -$499 -56 -88%
JWA
162
JFS Wealth Advisors
Pennsylvania
$19 -$240 -27 -93%
Voloridge Investment Management
163
Voloridge Investment Management
Florida
-$2.04M -206,829 Closed
HSA
164
Hussman Strategic Advisors
Maryland
-$1.03M -105,000 Closed
XT
165
XTX Topco
Cayman Islands
-$575K -58,421 Closed
Squarepoint
166
Squarepoint
New York
-$502K -51,043 Closed
FIM
167
Freedom Investment Management
Connecticut
-$439K -44,662 Closed
YIH
168
Y-Intercept (HK)
Hong Kong
-$274K -27,828 Closed
NA
169
Navellier & Associates
Nevada
-$240K -25,382 Closed
LAM
170
Lifestyle Asset Management
Texas
-$232K -23,594 Closed
CF
171
Corebridge Financial
Texas
-$207K -21,038 Closed
HWM
172
HB Wealth Management
Georgia
-$199K -20,206 Closed
SG Americas Securities
173
SG Americas Securities
New York
-$163K -16,575 Closed
FDCDDQ
174
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$152K -15,470 Closed
FRM
175
Fox Run Management
Connecticut
-$150K -15,254 Closed

CMRE Hedge Fund Activity: Q2 2025 in Review

163 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Costamare (CMRE) for Q2 2025, worth a combined $305M — down 95% from $5.87B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of CMRE and 23 opened new positions — a net loss of 9 holders — while 68 trimmed existing stakes and 59 added.

The largest buyer was Marshall Wace, adding an estimated $5.27M. The largest seller was Nuveen, cutting an estimated $85.7M.

  • 163 institutional investors held Costamare (CMRE) as of Q2 2025, down from 173 in Q1 2025.
  • Funds reported $305M of Costamare stock for Q2 2025, down 95% quarter-over-quarter.
  • 23 funds opened new Costamare positions in Q2 2025 and 32 closed out, a net change of -9 holders.
  • The largest Costamare buyer in Q2 2025 was Marshall Wace, an estimated $5.27M added.
  • The largest Costamare seller in Q2 2025 was Nuveen, an estimated $85.7M sold.

Based on aggregated 13F filings for Q2 2025.