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CAI

Caris Life Sciences

202 hedge funds and large institutions have $2.8B invested in Caris Life Sciences in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 88 increasing their positions, 38 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

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:

more ownership

Funds ownership:

20% less call options, than puts

Call options by funds: $4.57M | Put options by funds: $5.71M

29% less capital invested

Capital invested by funds: $3.92B → $2.8B (-$1.12B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
202
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
$4.57M
Puts
$5.71M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
176
ORG Wealth Partners
Texas
$3.58K
NA
177
NewEdge Advisors
Louisiana
$3.58K
OCWP
178
Owl Creek Wealth Partners
Colorado
$3.4K
LFG
179
Larson Financial Group
Missouri
$2.72K
FFA
180
Farther Finance Advisors
California
$2.52K
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$2.41K
FHC
182
First Horizon Corporation
Tennessee
$1.91K
ASN
183
Advisory Services Network
Georgia
$1.79K
TRCT
184
Tower Research Capital (TRC)
New York
$1.77K
FMP
185
Financial Management Professionals
Texas
$1.63K
CPG
186
Cornerstone Planning Group
New Jersey
$1.48K
CT
187
Clearstead Trust
Maine
$1.31K
AF
188
Allworth Financial
California
$1.05K
HNB
189
Huntington National Bank
Ohio
$644
EWA
190
EverSource Wealth Advisors
Alabama
$608
EP
191
Essential Partners
California
$590
UB
192
UMB Bank
Missouri
$536
MPWT
193
MassMutual Private Wealth & Trust
Connecticut
$519
CIAM
194
Caitong International Asset Management
Hong Kong
$429
RIL
195
Rothschild Investment LLC
Illinois
$340
IA
196
IFP Advisors
Florida
$107
FGP
197
Freestone Grove Partners
California
$107
CMA
198
Cedar Mountain Advisors
Oregon
$89
WPA
199
Wealth Preservation Advisors
Tennessee
$54
TFA
200
Transamerica Financial Advisors
Florida
$53