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Claros Mortgage Trust

121 hedge funds and large institutions have $284M invested in Claros Mortgage Trust in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 38 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,077% more call options, than puts

Call options by funds: $3.42M | Put options by funds: $82K

16% more capital invested

Capital invested by funds: $245M → $284M (+$39.3M)

11% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

0.3% less ownership

Funds ownership: 61.43%61.13% (-0.3%)

2% less funds holding

Funds holding: 124121 (-3)

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
42
Reduced
38
Closed
19
Calls
$3.42M
Puts
$82K
Net Calls
+$3.34M
Net Calls Change
+$398K
Name Holding Trade Value Shares
Change
Change in
Stake
PE
101
Point72 Europe
United Kingdom
$2.67K +$2.71K +804 New
EWA
102
EverSource Wealth Advisors
Alabama
$2.5K -$7.24K -2,151 -74%
RIL
103
Rothschild Investment LLC
Illinois
$1.89K
Osaic Holdings
104
Osaic Holdings
Arizona
$1.85K -$12.1K -3,600 -88%
S
105
SignatureFD
Georgia
$1.52K
AF
106
Allworth Financial
California
$1.43K +$1.04K +309 +255%
FCAS
107
First Command Advisory Services
Texas
$1.33K
CPG
108
Cornerstone Planning Group
New Jersey
$994
QCG
109
Quadrant Capital Group
Ohio
$987 +$1K +297 New
PWMG
110
Private Wealth Management Group
New Jersey
$983 +$997 +296 New
EP
111
Essential Partners
California
$936 -$226 -67 -19%
VCM
112
Versant Capital Management
Arizona
$920
PA
113
Parallel Advisors
California
$840 -$249 -74 -23%
PAI
114
Pittenger & Anderson Inc
Nebraska
$671
IA
115
IFP Advisors
Florida
$634 +$67 +20 +12%
ASN
116
Advisory Services Network
Georgia
$226 +$229 +68 New
GRP
117
Global Retirement Partners
California
$159
TFA
118
Transamerica Financial Advisors
Florida
$149 +$152 +45 New
HNB
119
Huntington National Bank
Ohio
$3
AI
120
AXS Investments
New York
-$1.19M -416,693 Closed
ECM
121
ExodusPoint Capital Management
New York
-$373K -130,714 Closed
ZIM
122
Zacks Investment Management
Illinois
-$274K -96,175 Closed
SA
123
Sanctuary Advisors
Indiana
-$167K -58,651 Closed
AWM
124
AE Wealth Management
Kansas
-$111K -38,848 Closed
JG
125
Jain Global
New York
-$86K -30,170 Closed

CMTG Hedge Fund Activity: Q3 2025 in Review

121 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Claros Mortgage Trust (CMTG) for Q3 2025, worth a combined $284M — up 16% from $245M a quarter earlier.

Fund positioning in CMTG was balanced in Q3 2025: 19 funds opened new positions, 19 closed out, 42 added to existing stakes and 38 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $2.13M. The largest seller was Balyasny Asset Management, cutting an estimated $5.25M.

  • 121 institutional investors held Claros Mortgage Trust (CMTG) as of Q3 2025, down from 124 in Q2 2025.
  • Funds reported $284M of Claros Mortgage Trust stock for Q3 2025, up 16% quarter-over-quarter.
  • 19 funds opened new Claros Mortgage Trust positions in Q3 2025 and 19 closed out, a net change of 0 holders.
  • The largest Claros Mortgage Trust buyer in Q3 2025 was Hotchkis & Wiley Capital Management, an estimated $2.13M added.
  • The largest Claros Mortgage Trust seller in Q3 2025 was Balyasny Asset Management, an estimated $5.25M sold.

Based on aggregated 13F filings for Q3 2025.