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Claros Mortgage Trust

123 hedge funds and large institutions have $245M invested in Claros Mortgage Trust in 2025 Q2 according to their latest regulatory filings, with 25 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)

34% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 38

Holders
123
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
Osaic Holdings
101
Osaic Holdings
Arizona
$11.7K
CA
102
Clearstead Advisors
Ohio
$9.99K
AB
103
Amalgamated Bank
New York
$9K
EWA
104
EverSource Wealth Advisors
Alabama
$8.27K
SCM
105
Sterling Capital Management
North Carolina
$6.95K
QL
106
Quarry LP
New York
$4.36K
CWM
107
Cranbrook Wealth Management
Michigan
$2.85K
OLVIG
108
Oliver Lagore Vanvalin Investment Group
Michigan
$2.24K
RIL
109
Rothschild Investment LLC
Illinois
$1.63K
TPWA
110
Twin Peaks Wealth Advisors
California
$1.58K
S
111
SignatureFD
Georgia
$1.31K
FCAS
112
First Command Advisory Services
Texas
$1.14K
PA
113
Parallel Advisors
California
$932
CPG
114
Cornerstone Planning Group
New Jersey
$876
VCM
115
Versant Capital Management
Arizona
$789
PAI
116
Pittenger & Anderson Inc
Nebraska
$576
IA
117
IFP Advisors
Florida
$487
CFB
118
Cullen/Frost Bankers
Texas
$353
AF
119
Allworth Financial
California
$345
RCM
120
Raleigh Capital Management
North Carolina
$168
GRP
121
Global Retirement Partners
California
$137
HNB
122
Huntington National Bank
Ohio
$3
Teacher Retirement System of Texas
123
Teacher Retirement System of Texas
Texas
UBS AM
124
UBS AM
Illinois
Swiss National Bank
125
Swiss National Bank
Switzerland