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CARL

Carlsmed
CARL

66 hedge funds and large institutions have $48M invested in Carlsmed in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

16% more funds holding

Funds holding: 57 → 66 (+9)

2.26% more ownership

Funds ownership: 17.58% → 19.83% (+2.3%)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

17% less capital invested

Capital invested by funds: $57.7M → $48M (-$9.71M)

Holders
66
Holders Change
+9
Holders Change %
+15.79%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
16
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PHP
Parkman Healthcare Partners
Connecticut
+$6.3M
2
SSA
Schonfeld Strategic Advisors
New York
+$3.42M
3
KC
KCM Capital
Kansas
+$2.42M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$1.05M
5
State Street
State Street
Massachusetts
+$541K

Top Sellers

Rank Fund Capital Flow
1
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
-$2.16M
2
TWC
TD Waterhouse Canada
Ontario, Canada
-$1.88M
3
Millennium Management
Millennium Management
New York
-$1.59M
4
GCM
Ghisallo Capital Management
Massachusetts
-$618K
5
SAM
Sectoral Asset Management
Quebec, Canada
-$589K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$3.7K +$2.68K +222 +119%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$3.67K – – –
GI
53
GAMMA Investing
California
$1.22K +$1.63K +135 New
SCM
54
Sterling Capital Management
North Carolina
$1.18K -$592 -49 -27%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$534 -$1.3K -108 -65%
SFS
56
Sunrise Financial Services
Washington
$235 +$314 +26 New
Osaic Holdings
57
Osaic Holdings
Arizona
$181 – – –
RFP
58
Root Financial Partners
California
$136 +$181 +15 New
MCM
59
MAI Capital Management
Ohio
$37 +$48 +4 New
EP
60
Essential Partners
California
$36 +$36 +3 +300%
CIAM
61
Caitong International Asset Management
Hong Kong
$36 +$48 +4 New
ASN
62
Advisory Services Network
Georgia
$27 +$36 +3 New
TWD
63
True Wealth Design
Ohio
$19 -$24 -2 -50%
AF
64
Allworth Financial
California
$19 – – –
FFA
65
Farther Finance Advisors
California
$19 +$24 +2 New
IA
66
IFP Advisors
Florida
$9 -$12 -1 -50%
Teacher Retirement System of Texas
67
Teacher Retirement System of Texas
Texas
– -$2.16M -175,000 Closed
Millennium Management
68
Millennium Management
New York
– -$1.59M -128,970 Closed
Norges Bank
69
Norges Bank
Norway
– -$803K -65,000 Closed
GCM
70
Ghisallo Capital Management
Massachusetts
– -$618K -50,000 Closed
SAM
71
Sectoral Asset Management
Quebec, Canada
– -$589K -47,700 Closed
Cohen & Steers
72
Cohen & Steers
New York
– -$247K -20,000 Closed
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
– -$195K -15,800 Closed
SO
74
STRS Ohio
Ohio
– -$14.8K -1,200 Closed
IGAM
75
iA Global Asset Management
Quebec, Canada
– -$12K -1,000 Closed
1 2
3
4

CARL Hedge Fund Activity: Q1 2026 in Review

66 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Carlsmed (CARL) for Q1 2026, worth a combined $48M — down 17% from $57.7M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CARL positions and 11 closed out — a net gain of 10 holders — while 16 added to existing stakes and 18 trimmed.

The largest buyer was Parkman Healthcare Partners, opening a new position worth an estimated $6.3M. The largest seller was Teacher Retirement System of Texas, exiting entirely with an estimated $2.16M sold.

  • 66 institutional investors held Carlsmed (CARL) as of Q1 2026, up from 57 in Q4 2025.
  • Funds reported $48M of Carlsmed stock for Q1 2026, down 17% quarter-over-quarter.
  • 21 funds opened new Carlsmed positions in Q1 2026 and 11 closed out, a net change of +10 holders.
  • The largest Carlsmed buyer in Q1 2026 was Parkman Healthcare Partners, an estimated $6.3M added.
  • The largest Carlsmed seller in Q1 2026 was Teacher Retirement System of Texas, an estimated $2.16M sold.

Based on aggregated 13F filings for Q1 2026.