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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
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$113M -$590K -42,705 -0.6%
BlackRock
2
BlackRock
New York
$78M +$428K +30,998 +0.6%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$44.4M +$5.32M +384,959 +16%
American Century Companies
4
American Century Companies
Missouri
$26.5M +$2.48M +179,346 +12%
BCM
5
Bridgeway Capital Management
Texas
$18.5M -$407K -29,463 -2%
Goldman Sachs
6
Goldman Sachs
New York
$17.6M +$8.2M +593,734 +114%
JP Morgan Chase
7
JP Morgan Chase
New York
$17.2M -$1.03M -74,464 -6%
Renaissance Technologies
8
Renaissance Technologies
New York
$16.8M -$1.44M -104,200 -9%
State Street
9
State Street
Massachusetts
$16.3M -$47.6K -3,448 -0.3%
Morgan Stanley
10
Morgan Stanley
New York
$16.2M +$697K +50,457 +5%
Vanguard Group
11
Vanguard Group
Pennsylvania
$13.5M +$1.18M +85,726 +11%
Ameriprise
12
Ameriprise
Minnesota
$13.4M +$296K +21,385 +3%
Robeco Institutional Asset Management
13
Robeco Institutional Asset Management
Netherlands
$10.3M +$1.31M +94,618 +17%
EF
14
Empowered Funds
Pennsylvania
$9.46M +$153K +11,037 +2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$8.46M -$164K -11,862 -2%
DA
16
Denali Advisors
California
$7.86M -$2.41M -174,419 -26%
N
17
Nuveen
North Carolina
$7.76M -$336K -24,315 -5%
GC
18
Globeflex Capital
California
$7.49M
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$7.29M +$3.08M +223,168 +94%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$6.72M -$2.47M -178,832 -30%
AQR Capital Management
21
AQR Capital Management
Connecticut
$5.5M +$149K +10,807 +3%
VA
22
VestGen Advisors
Illinois
$5.46M +$4.77M +345,481 New
VCM
23
Voleon Capital Management
California
$4.5M +$2.68M +193,899 +213%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$4.32M -$352K -25,438 -9%
Lazard Asset Management
25
Lazard Asset Management
New York
$4.28M +$3.13M +226,149 +501%