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Claros Mortgage Trust

121 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, 35 reducing their positions, and 39 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)

38% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 39

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