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Claros Mortgage Trust

118 hedge funds and large institutions have $201M invested in Claros Mortgage Trust in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,703% more call options, than puts

Call options by funds: $2.72M | Put options by funds: $97K

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

1% more funds holding

Funds holding: 117118 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.34% less ownership

Funds ownership: 60.5%60.16% (-0.34%)

23% less capital invested

Capital invested by funds: $260M → $201M (-$58.8M)

23% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 44

Holders
118
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
1.45%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
19
Increased
34
Reduced
44
Closed
16
Calls
$2.72M
Puts
$97K
Net Calls
+$2.62M
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
1
Hyundai Investments
South Korea
$48.7M -$132K -51,000 -0.2%
KI
2
Koch Inc
Kansas
$36M
Neuberger Berman Group
3
Neuberger Berman Group
New York
$20.8M -$2.17K -836 -0%
BlackRock
4
BlackRock
New York
$18.9M -$671K -259,125 -3%
VCM
5
Vanguard Capital Management
Pennsylvania
$12.8M +$13.9M +5,371,136 New
Charles Schwab
6
Charles Schwab
California
$7.34M -$1.4M -539,912 -15%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6.52M +$302K +116,563 +4%
WI
8
Wafra Inc
New York
$5.95M
State Street
9
State Street
Massachusetts
$5.1M +$146K +56,384 +3%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$4.37M +$35.4K +13,670 +0.8%
GC
11
Gratia Capital
California
$4.05M
LAII
12
LM Asset (IM) Inc
British Columbia, Canada
$3.33M +$2.24M +866,000 +162%
Citigroup
13
Citigroup
New York
$2.57M +$2.79M +1,077,198 +51,565%
VFT
14
Vanguard Fiduciary Trust
Pennsylvania
$2.03M +$2.21M +854,902 New
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$1.99M +$45.4K +17,535 +2%
Northern Trust
16
Northern Trust
Illinois
$1.88M +$43.9K +16,962 +2%
VPM
17
Vanguard Portfolio Management
Pennsylvania
$1.72M +$1.87M +720,650 New
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$1.14M -$768K -296,671 -38%
Macquarie Group
19
Macquarie Group
Australia
$1.08M +$1.17M +452,533 New
Goldman Sachs
20
Goldman Sachs
New York
$847K -$81.9K -31,620 -8%
CM
21
Caption Management
Oklahoma
$799K -$11K -4,238 -1%
BHCM
22
Brevan Howard Capital Management
Jersey
$778K +$38.8K +15,000 +5%
JP Morgan Chase
23
JP Morgan Chase
New York
$726K -$371K -143,348 -32%
Jane Street
24
Jane Street
New York
$699K +$108K +41,750 +17%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$698K -$26.2K -10,130 -3%

CMTG Hedge Fund Activity: Q1 2026 in Review

118 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Claros Mortgage Trust (CMTG) for Q1 2026, worth a combined $201M — down 23% from $260M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CMTG positions and 16 closed out — a net gain of 3 holders — while 34 added to existing stakes and 44 trimmed.

The largest buyer was Citigroup, adding an estimated $2.79M. The largest seller was Millennium Management, cutting an estimated $3.06M.

  • 118 institutional investors held Claros Mortgage Trust (CMTG) as of Q1 2026, up from 117 in Q4 2025.
  • Funds reported $201M of Claros Mortgage Trust stock for Q1 2026, down 23% quarter-over-quarter.
  • 19 funds opened new Claros Mortgage Trust positions in Q1 2026 and 16 closed out, a net change of +3 holders.
  • The largest Claros Mortgage Trust buyer in Q1 2026 was Citigroup, an estimated $2.79M added.
  • The largest Claros Mortgage Trust seller in Q1 2026 was Millennium Management, an estimated $3.06M sold.

Based on aggregated 13F filings for Q1 2026.