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Costamare

176 hedge funds and large institutions have $435M invested in Costamare in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $6.31M | Put options by funds: $3.08M

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

43% more capital invested

Capital invested by funds: $305M → $435M (+$130M)

22% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 54

8% more funds holding

Funds holding: 163176 (+13)

1.86% more ownership

Funds ownership: 27.87%29.74% (+1.9%)

Holders
176
Holders Change
+13
Holders Change %
+7.98%
% of All Funds
2.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
66
Reduced
54
Closed
18
Calls
$6.31M
Puts
$3.08M
Net Calls
+$3.24M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$85.8M -$525K -48,007 -0.7%
BlackRock
2
BlackRock
New York
$58.4M +$15.8M +1,448,413 +42%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$28.9M +$6.48M +592,343 +32%
American Century Companies
4
American Century Companies
Missouri
$17.9M +$1.95M +178,425 +13%
BCM
5
Bridgeway Capital Management
Texas
$14.3M +$275K +25,154 +2%
Renaissance Technologies
6
Renaissance Technologies
New York
$13.9M +$264K +24,100 +2%
JP Morgan Chase
7
JP Morgan Chase
New York
$13.8M +$1.44M +131,214 +13%
State Street
8
State Street
Massachusetts
$12.3M +$1.49M +136,122 +15%
Morgan Stanley
9
Morgan Stanley
New York
$11.6M +$2M +182,951 +23%
SWGC
10
Summit Wealth Group (Colorado)
Colorado
$9.96M +$1.19M +108,780 New
Ameriprise
11
Ameriprise
Minnesota
$9.87M +$284K +25,985 +3%
Vanguard Group
12
Vanguard Group
Pennsylvania
$9.17M +$212K +19,385 +3%
Marshall Wace
13
Marshall Wace
United Kingdom
$8.47M +$77.2K +7,057 +1%
DA
14
Denali Advisors
California
$8.01M -$550K -50,260 -7%
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$7.2M -$11.4K -1,039 -0.2%
EF
16
Empowered Funds
Pennsylvania
$7M +$212K +19,354 +3%
Robeco Institutional Asset Management
17
Robeco Institutional Asset Management
Netherlands
$6.61M -$514K -46,954 -8%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$6.52M -$7.75K -708 -0.1%
Goldman Sachs
19
Goldman Sachs
New York
$6.23M -$476K -43,496 -8%
N
20
Nuveen
North Carolina
$6.14M +$394K +36,034 +8%
GC
21
Globeflex Capital
California
$5.65M
AQR Capital Management
22
AQR Capital Management
Connecticut
$4.02M +$1.26M +115,249 +52%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$3.56M +$1.24M +113,426 +61%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$3.56M -$346K -31,618 -10%
Northern Trust
25
Northern Trust
Illinois
$3.42M -$48.4K -4,421 -2%

CMRE Hedge Fund Activity: Q3 2025 in Review

176 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Costamare (CMRE) for Q3 2025, worth a combined $435M — up 43% from $305M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CMRE positions and 18 closed out — a net gain of 13 holders — while 66 added to existing stakes and 54 trimmed.

The largest buyer was BlackRock, adding an estimated $15.8M. The largest seller was Millennium Management, cutting an estimated $6.84M.

  • 176 institutional investors held Costamare (CMRE) as of Q3 2025, up from 163 in Q2 2025.
  • Funds reported $435M of Costamare stock for Q3 2025, up 43% quarter-over-quarter.
  • 31 funds opened new Costamare positions in Q3 2025 and 18 closed out, a net change of +13 holders.
  • The largest Costamare buyer in Q3 2025 was BlackRock, an estimated $15.8M added.
  • The largest Costamare seller in Q3 2025 was Millennium Management, an estimated $6.84M sold.

Based on aggregated 13F filings for Q3 2025.