Claros Mortgage Trust
CMTG
124 hedge funds and large institutions have $245M invested in Claros Mortgage Trust in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 38 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 36
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
7.07% less ownership
Funds ownership: 68.5% → 61.43% (-7.1%)
9% less funds holding
Funds holding: 137 → 124 (-13)
31% less capital invested
Capital invested by funds: $356M → $245M (-$111M)
32% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$2.61M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$1.62M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.33M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.15M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Teacher Retirement System of Texas
Austin,
Texas
|
-$28M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$6.53M |
| 3 |
BlackRock
New York
|
-$4.72M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.12M |
| 5 |
AG
Algert Global
San Francisco,
California
|
-$1.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
151
CoreCap Advisors
Southfield,
Michigan
| – | -$7.13K | -1,911 | Closed |
|
|
PWMG
152
Private Wealth Management Group
Princeton,
New Jersey
| – | -$6.31K | -1,691 | Closed |
|
|
QCG
153
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$6.04K | -1,620 | Closed |
|
|
UB
154
UMB Bank
Kansas City,
Missouri
| – | -$5.26K | -1,410 | Closed |
|
|
CCM
155
Coldstream Capital Management
Bellevue,
Washington
| – | -$3.27K | -877 | Closed |
|
|
CA
156
Continuum Advisory
Eagle,
Idaho
| – | -$1.73K | -465 | Closed |
|
|
AAP
157
Arax Advisory Partners
Denver,
Colorado
| – | -$829 | -222 | Closed |
|
158
Comerica Bank
Dallas,
Texas
| – | -$664 | -178 | Closed |
|
|
PFBT
159
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$485 | -130 | Closed |
|
|
LFG
160
Larson Financial Group
St Louis,
Missouri
| – | -$436 | -117 | Closed |
|
|
SW
161
SVB Wealth
Boston,
Massachusetts
| – | -$276 | -74 | Closed |
|
|
C
162
Covestor
London,
United Kingdom
| – | -$3 | -1 | -6% |
|
CMTG Hedge Fund Activity: Q2 2025 in Review
124 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Claros Mortgage Trust (CMTG) for Q2 2025, worth a combined $245M — down 31% from $356M a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of CMTG and 26 opened new positions — a net loss of 12 holders — while 36 trimmed existing stakes and 48 added.
The largest buyer was Millennium Management, adding an estimated $2.61M. The largest seller was Teacher Retirement System of Texas, exiting entirely with an estimated $28M sold.
- 124 institutional investors held Claros Mortgage Trust (CMTG) as of Q2 2025, down from 137 in Q1 2025.
- Funds reported $245M of Claros Mortgage Trust stock for Q2 2025, down 31% quarter-over-quarter.
- 26 funds opened new Claros Mortgage Trust positions in Q2 2025 and 38 closed out, a net change of -12 holders.
- The largest Claros Mortgage Trust buyer in Q2 2025 was Millennium Management, an estimated $2.61M added.
- The largest Claros Mortgage Trust seller in Q2 2025 was Teacher Retirement System of Texas, an estimated $28M sold.
Based on aggregated 13F filings for Q2 2025.