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Claros Mortgage Trust

137 hedge funds and large institutions have $356M invested in Claros Mortgage Trust in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,285% more call options, than puts

Call options by funds: $3.86M | Put options by funds: $46K

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

33% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 36

17% more funds holding

Funds holding: 117137 (+20)

6.13% less ownership

Funds ownership: 74.63%68.5% (-6.1%)

24% less capital invested

Capital invested by funds: $470M → $356M (-$114M)

Holders
137
Holders Change
+20
Holders Change %
+17.09%
% of All Funds
1.84%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
33
Increased
48
Reduced
36
Closed
11
Calls
$3.86M
Puts
$46K
Net Calls
+$3.81M
Net Calls Change
+$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
1
Hyundai Investments
South Korea
$77.6M -$5.29M -1,541,800 -7%
KI
2
Koch Inc
Kansas
$56.4M
BlackRock
3
BlackRock
New York
$36.6M -$10.2K -2,976 -0%
Vanguard Group
4
Vanguard Group
Pennsylvania
$33.2M -$8.24M -2,399,924 -21%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$32.6M
Teacher Retirement System of Texas
6
Teacher Retirement System of Texas
Texas
$28M +$52.4K +15,256 +0.2%
WI
7
Wafra Inc
New York
$9.32M -$366K -106,624 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$8.92M +$202K +58,773 +3%
State Street
9
State Street
Massachusetts
$8.22M -$162K -47,273 -2%
Charles Schwab
10
Charles Schwab
California
$8.22M +$1.8M +523,403 +31%
Balyasny Asset Management
11
Balyasny Asset Management
Illinois
$5.91M +$3.23M +941,386 +146%
GC
12
Gratia Capital
California
$4.98M +$4.59M +1,335,801 New
Citadel Advisors
13
Citadel Advisors
Florida
$4.61M +$287K +83,466 +7%
Millennium Management
14
Millennium Management
New York
$3.29M +$2.56M +745,896 +551%
Northern Trust
15
Northern Trust
Illinois
$3.16M -$152K -44,415 -5%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$2.81M +$865K +251,920 +50%
JP Morgan Chase
17
JP Morgan Chase
New York
$1.98M -$406K -118,406 -18%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$1.86M +$1.71M +499,324 New
Morgan Stanley
19
Morgan Stanley
New York
$1.69M -$525K -152,927 -25%
AG
20
Algert Global
California
$1.58M +$1.15M +333,937 +375%
AI
21
AXS Investments
New York
$1.53M +$585K +170,460 +71%
Goldman Sachs
22
Goldman Sachs
New York
$1.51M -$36.2M -10,543,521 -96%
ZIM
23
Zacks Investment Management
Illinois
$1.29M +$147K +42,895 +14%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$999K -$1.03M -301,006 -53%
CM
25
Caption Management
Oklahoma
$989K +$910K +265,175 New

CMTG Hedge Fund Activity: Q1 2025 in Review

137 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Claros Mortgage Trust (CMTG) for Q1 2025, worth a combined $356M — down 24% from $470M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CMTG positions and 11 closed out — a net gain of 22 holders — while 48 added to existing stakes and 36 trimmed.

The largest buyer was Gratia Capital, opening a new position worth an estimated $4.59M. The largest seller was Goldman Sachs, cutting an estimated $36.2M.

  • 137 institutional investors held Claros Mortgage Trust (CMTG) as of Q1 2025, up from 117 in Q4 2024.
  • Funds reported $356M of Claros Mortgage Trust stock for Q1 2025, down 24% quarter-over-quarter.
  • 33 funds opened new Claros Mortgage Trust positions in Q1 2025 and 11 closed out, a net change of +22 holders.
  • The largest Claros Mortgage Trust buyer in Q1 2025 was Gratia Capital, an estimated $4.59M added.
  • The largest Claros Mortgage Trust seller in Q1 2025 was Goldman Sachs, an estimated $36.2M sold.

Based on aggregated 13F filings for Q1 2025.