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CARL

Carlsmed

48 hedge funds and large institutions have $62.4M invested in Carlsmed in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

17.53% more ownership

Funds ownership: 0%17.53% (+18%)

Holders
48
Holders Change
+48
Holders Change %
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
48
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$202K +$206K +15,069 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$198K +$202K +14,800 New
Bank of New York Mellon
28
Bank of New York Mellon
New York
$151K +$154K +11,254 New
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$134K +$137K +10,037 New
Barclays
30
Barclays
United Kingdom
$129K +$131K +9,612 New
Morgan Stanley
31
Morgan Stanley
New York
$128K +$130K +9,525 New
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$79K +$80.7K +5,903 New
Wells Fargo
33
Wells Fargo
California
$64.9K +$66.2K +4,845 New
Mirae Asset Global ETFs Holdings
34
Mirae Asset Global ETFs Holdings
Hong Kong
$42.2K +$43.1K +3,152 New
JP Morgan Chase
35
JP Morgan Chase
New York
$36.6K +$37.4K +2,734 New
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$33.5K +$34.2K +2,500 New
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$24.1K +$24.6K +1,800 New
TRCT
38
Tower Research Capital (TRC)
New York
$20K +$20.4K +1,495 New
PFSRSONJ
39
Police & Firemen's Retirement System of New Jersey
New Jersey
$16.8K +$17.2K +1,258 New
SO
40
STRS Ohio
Ohio
$16.1K +$16.4K +1,200 New
IGAM
41
iA Global Asset Management
Quebec, Canada
$13K +$13.7K +1,000 New
Legal & General Group
42
Legal & General Group
United Kingdom
$8.82K +$8.98K +657 New
AIP
43
Ameritas Investment Partners
Nebraska
$7.57K +$7.72K +565 New
AB
44
Amalgamated Bank
New York
$3K +$3.01K +220 New
Citigroup
45
Citigroup
New York
$2.95K +$3.01K +220 New
SCM
46
Sterling Capital Management
North Carolina
$2.14K +$2.19K +160 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$54 +$55 +4 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
+$902 +66 New

CARL Hedge Fund Activity: Q3 2025 in Review

48 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Carlsmed (CARL) for Q3 2025, worth a combined $62.4M.

Buyers outnumbered sellers: 48 funds opened new CARL positions and 0 closed out — a net gain of 48 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was OrbiMed, opening a new position worth an estimated $17.1M.

  • 48 institutional investors held Carlsmed (CARL) as of Q3 2025, up from 0 in Q2 2025.
  • Funds reported $62.4M of Carlsmed stock for Q3 2025.
  • 48 funds opened new Carlsmed positions in Q3 2025 and 0 closed out, a net change of +48 holders.
  • The largest Carlsmed buyer in Q3 2025 was OrbiMed, an estimated $17.1M added.

Based on aggregated 13F filings for Q3 2025.