CAI

Caris Life Sciences

138 hedge funds and large institutions have $3.41B invested in Caris Life Sciences in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 45 increasing their positions, 19 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

17% more capital invested

Capital invested by funds: $2.92B → $3.41B (+$488M)

1.77% more ownership

Funds ownership: 38.56%40.33% (+1.8%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
138
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.3M
Puts
$1.65M
Net Calls
Net Calls Change

Top Buyers

1 +$41.9M
2 +$30.3M
3 +$25.7M
4
Morgan Stanley
Morgan Stanley
New York
+$22.1M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$21.9M

Top Sellers

1 -$47.6M
2 -$26.7M
3 -$15.8M
4
Franklin Resources
Franklin Resources
California
-$9.38M
5
Citadel Advisors
Citadel Advisors
Florida
-$9.13M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
126
Brown Brothers Harriman & Co
New York
$10.4K
AAP
127
Arax Advisory Partners
Colorado
$6.57K
CIAM
128
Caitong International Asset Management
Hong Kong
$6.29K
NA
129
NewEdge Advisors
Louisiana
$6.05K
OWP
130
ORG Wealth Partners
Texas
$6.05K
Jones Financial Companies
131
Jones Financial Companies
Missouri
$4.09K
FMP
132
Financial Management Professionals
Texas
$2.15K
TRCT
133
Tower Research Capital (TRC)
New York
$696
JSAM
134
J. Safra Asset Management
New York
$635
CMA
135
Cedar Mountain Advisors
Oregon
$151
MPWT
136
MassMutual Private Wealth & Trust
Connecticut
$151
TIM
137
Tortoise Investment Management
New York
$30
GRP
138
Global Retirement Partners
California
$30
Capital World Investors
139
Capital World Investors
California
Norges Bank
140
Norges Bank
Norway
Citadel Advisors
141
Citadel Advisors
Florida
SPPAM
142
Summit Partners Public Asset Management
Massachusetts
Adage Capital Partners
143
Adage Capital Partners
Massachusetts
Aberdeen Group
144
Aberdeen Group
United Kingdom
HF
145
HRT Financial
New York
Blackstone Inc
146
Blackstone Inc
New York
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
147
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
JG
148
Jain Global
New York
LIA
149
Limestone Investment Advisors
New York
HFA
150
Harbert Fund Advisors
Alabama