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Claros Mortgage Trust

122 hedge funds and large institutions have $245M invested in Claros Mortgage Trust in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

31% less capital invested

Capital invested by funds: $356M → $245M (-$111M)

37% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 38

Holders
122
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.94M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Clearstead Advisors
Ohio
$9.99K
AB
102
Amalgamated Bank
New York
$9K
EWA
103
EverSource Wealth Advisors
Alabama
$8.27K
SCM
104
Sterling Capital Management
North Carolina
$6.95K
QL
105
Quarry LP
New York
$4.36K
CWM
106
Cranbrook Wealth Management
Michigan
$2.85K
OLVIG
107
Oliver Lagore Vanvalin Investment Group
Michigan
$2.24K
RIL
108
Rothschild Investment LLC
Illinois
$1.63K
TPWA
109
Twin Peaks Wealth Advisors
California
$1.58K
S
110
SignatureFD
Georgia
$1.31K
FCAS
111
First Command Advisory Services
Texas
$1.14K
PA
112
Parallel Advisors
California
$932
CPG
113
Cornerstone Planning Group
New Jersey
$876
VCM
114
Versant Capital Management
Arizona
$789
PAI
115
Pittenger & Anderson Inc
Nebraska
$576
IA
116
IFP Advisors
Florida
$487
CFB
117
Cullen/Frost Bankers
Texas
$353
AF
118
Allworth Financial
California
$345
RCM
119
Raleigh Capital Management
North Carolina
$168
GRP
120
Global Retirement Partners
California
$137
HNB
121
Huntington National Bank
Ohio
$3
Teacher Retirement System of Texas
122
Teacher Retirement System of Texas
Texas
UBS AM
123
UBS AM
Illinois
Swiss National Bank
124
Swiss National Bank
Switzerland
First Trust Advisors
125
First Trust Advisors
Illinois