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CARM

Carisma Therapeutics

Delisted

CARM was delisted on the 10th of October, 2025.

76 hedge funds and large institutions have $104M invested in Carisma Therapeutics in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 34 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 5

209% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 11

179% more capital invested

Capital invested by funds: $37.3M → $104M (+$67M)

36% more funds holding

Funds holding: 5676 (+20)

0.12% more ownership

Funds ownership: 1.07%1.18% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less call options, than puts

Call options by funds: $2.58M | Put options by funds: $3.2M

Holders
76
Holders Change
+20
Holders Change %
+35.71%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
34
Reduced
11
Closed
5
Calls
$2.58M
Puts
$3.2M
Net Calls
-$619K
Net Calls Change
-$525K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$55K +$7.17K +152 +17%
FT
52
Fiduciary Trust
Massachusetts
$54K +$1.65K +35 +4%
MTIM
53
Marathon Trading Investment Management
Pennsylvania
$53K
Creative Planning
54
Creative Planning
Kansas
$49K
LPL Financial
55
LPL Financial
California
$48K +$43.2K +915 New
EGM
56
Engineers Gate Manager
New York
$45K +$41K +870 New
Osaic Holdings
57
Osaic Holdings
Arizona
$39K +$2.36K +50 +7%
PAG
58
Private Advisor Group
New Jersey
$35K -$95.5K -2,025 -75%
Citigroup
59
Citigroup
New York
$34K +$29.3K +622 +2,488%
AAS
60
Avantax Advisory Services
Texas
$34K +$30.7K +650 New
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$31K +$28.7K +609 New
GCP
62
GSA Capital Partners
United Kingdom
$29K -$322K -6,821 -93%
Bank of America
63
Bank of America
North Carolina
$29K +$26.6K +564 New
IWC
64
Integrated Wealth Concepts
Massachusetts
$28K +$25.5K +541 New
HCMT
65
Highland Capital Management (Tennessee)
Tennessee
$26K +$23.6K +500 New
WA
66
WealthTrust Axiom
Pennsylvania
$26K +$24.2K +513 New
TIM
67
Tortoise Investment Management
New York
$15K -$3.3K -70 -20%
Morgan Stanley
68
Morgan Stanley
New York
$14K -$4.1M -86,841 -100%
PA
69
Parallel Advisors
California
$7K -$4.25K -90 -42%
UBS Group
70
UBS Group
Switzerland
$7K +$3.02K +64 +86%
RFA
71
Reilly Financial Advisors
California
$5K +$566 +12 +14%
AA
72
Ancora Advisors
Ohio
$3K +$3.07K +65 New
OSAM
73
O'Shaughnessy Asset Management
Connecticut
$2K -$236 -5 -13%
SWM
74
Spire Wealth Management
Virginia
$2K +$1.42K +30 New
HFA
75
Hoover Financial Advisors
Pennsylvania
$1K +$1.23K +26 New

CARM Hedge Fund Activity: Q1 2021 in Review

76 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Carisma Therapeutics (CARM) for Q1 2021, worth a combined $104M — up 179% from $37.3M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CARM positions and 5 closed out — a net gain of 20 holders — while 34 added to existing stakes and 11 trimmed.

The largest buyer was Schonfeld Strategic Advisors, adding an estimated $7.09M. The largest seller was Morgan Stanley, cutting an estimated $4.1M.

  • 76 institutional investors held Carisma Therapeutics (CARM) as of Q1 2021, up from 56 in Q4 2020.
  • Funds reported $104M of Carisma Therapeutics stock for Q1 2021, up 179% quarter-over-quarter.
  • 25 funds opened new Carisma Therapeutics positions in Q1 2021 and 5 closed out, a net change of +20 holders.
  • The largest Carisma Therapeutics buyer in Q1 2021 was Schonfeld Strategic Advisors, an estimated $7.09M added.
  • The largest Carisma Therapeutics seller in Q1 2021 was Morgan Stanley, an estimated $4.1M sold.

Based on aggregated 13F filings for Q1 2021.