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Claros Mortgage Trust

137 hedge funds and large institutions have $356M invested in Claros Mortgage Trust in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,285% more call options, than puts

Call options by funds: $3.86M | Put options by funds: $46K

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

33% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 36

17% more funds holding

Funds holding: 117137 (+20)

6.13% less ownership

Funds ownership: 74.63%68.5% (-6.1%)

24% less capital invested

Capital invested by funds: $470M → $356M (-$114M)

Holders
137
Holders Change
+20
Holders Change %
+17.09%
% of All Funds
1.84%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
33
Increased
48
Reduced
36
Closed
11
Calls
$3.86M
Puts
$46K
Net Calls
+$3.81M
Net Calls Change
+$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
101
Tower Research Capital (TRC)
New York
$41.8K +$21.1K +6,138 +121%
VPIM
102
Vanguard Personalized Indexing Management
California
$40.1K +$36.9K +10,757 New
AIP
103
Ameritas Investment Partners
Nebraska
$33.7K
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$21K -$20.7K -6,028 -52%
BIG
105
Brooklyn Investment Group
New York
$19K +$15K +4,357 +582%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$19K -$17.4K -5,075 -50%
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.7K +$6.06K +1,766 +65%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$15K +$4.19K +1,221 +43%
AB
109
Amalgamated Bank
New York
$12K
FFA
110
Farther Finance Advisors
California
$11.7K +$11K +3,209 New
CA
111
CoreCap Advisors
Michigan
$7.13K +$6.08K +1,772 +1,275%
PWMG
112
Private Wealth Management Group
New Jersey
$6.31K +$2.63K +766 +83%
QCG
113
Quadrant Capital Group
Ohio
$6.04K +$5.56K +1,620 New
SCM
114
Sterling Capital Management
North Carolina
$5.55K -$4.38K -1,276 -46%
UB
115
UMB Bank
Missouri
$5.26K +$4.84K +1,410 New
CFB
116
Cullen/Frost Bankers
Texas
$4.88K +$594 +173 +15%
CWM
117
Cranbrook Wealth Management
Michigan
$3.73K
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$3.31K -$8.68K -2,529 -74%
LC
119
Lindbrook Capital
California
$3.29K +$2.83K +825 +1,447%
CCM
120
Coldstream Capital Management
Washington
$3.27K +$3.01K +877 New
S
121
SignatureFD
Georgia
$2.92K +$2.47K +719 +1,141%
CA
122
Continuum Advisory
Idaho
$1.73K +$292 +85 +22%
EWA
123
EverSource Wealth Advisors
Alabama
$1.56K +$1.44K +418 New
FCAS
124
First Command Advisory Services
Texas
$1.49K
VCM
125
Versant Capital Management
Arizona
$1.43K +$1.31K +383 New

CMTG Hedge Fund Activity: Q1 2025 in Review

137 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Claros Mortgage Trust (CMTG) for Q1 2025, worth a combined $356M — down 24% from $470M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CMTG positions and 11 closed out — a net gain of 22 holders — while 48 added to existing stakes and 36 trimmed.

The largest buyer was Gratia Capital, opening a new position worth an estimated $4.59M. The largest seller was Goldman Sachs, cutting an estimated $36.2M.

  • 137 institutional investors held Claros Mortgage Trust (CMTG) as of Q1 2025, up from 117 in Q4 2024.
  • Funds reported $356M of Claros Mortgage Trust stock for Q1 2025, down 24% quarter-over-quarter.
  • 33 funds opened new Claros Mortgage Trust positions in Q1 2025 and 11 closed out, a net change of +22 holders.
  • The largest Claros Mortgage Trust buyer in Q1 2025 was Gratia Capital, an estimated $4.59M added.
  • The largest Claros Mortgage Trust seller in Q1 2025 was Goldman Sachs, an estimated $36.2M sold.

Based on aggregated 13F filings for Q1 2025.