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CARM

Carisma Therapeutics

Delisted

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

50 hedge funds and large institutions have $26.6M invested in Carisma Therapeutics in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $1.59M | Put options by funds: $479K

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.75% less ownership

Funds ownership: 23.25%22.5% (-0.75%)

14% less funds holding

Funds holding: 5850 (-8)

33% less capital invested

Capital invested by funds: $39.6M → $26.6M (-$13M)

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11

Holders
50
Holders Change
-8
Holders Change %
-13.79%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
18
Reduced
13
Closed
11
Calls
$1.59M
Puts
$479K
Net Calls
+$1.11M
Net Calls Change
-$557K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$5.47M +$338K +113,550 +6%
TGA
2
TPG GP A
Texas
$4.93M
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.6M +$25.1K +8,435 +0.5%
TOTUOP
4
Trustees of The University of Pennsylvania
Pennsylvania
$3.67M -$1.51M -507,737 -29%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.51M +$36K +12,107 +2%
State Street
6
State Street
Massachusetts
$1.47M +$54.1K +18,192 +4%
BCM
7
Bridgeway Capital Management
Texas
$911K +$319K +107,224 +53%
Northern Trust
8
Northern Trust
Illinois
$700K +$124K +41,644 +21%
Renaissance Technologies
9
Renaissance Technologies
New York
$624K +$24.8K +8,339 +4%
Morgan Stanley
10
Morgan Stanley
New York
$483K +$410K +138,021 +513%
N
11
Nuveen
North Carolina
$301K +$8.66K +2,914 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$245K -$648 -218 -0.3%
Charles Schwab
13
Charles Schwab
California
$213K
EF
14
Empowered Funds
Pennsylvania
$141K +$12.6K +4,224 +10%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$135K -$397K -133,603 -74%
Bank of America
16
Bank of America
North Carolina
$128K -$31.8K -10,689 -20%
Barclays
17
Barclays
United Kingdom
$107K +$94.3K +31,726 +651%
RhumbLine Advisers
18
RhumbLine Advisers
Massachusetts
$101K -$30 -10 -0%
UBS Group
19
UBS Group
Switzerland
$86.3K +$43.5K +14,634 +99%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$81.6K -$7.07K -2,376 -8%
BWA
21
Blodgett Wealth Advisors
California
$74.7K
Two Sigma Investments
22
Two Sigma Investments
New York
$74.4K +$75.5K +25,393 New
Fidelity Investments
23
Fidelity Investments
Massachusetts
$72.5K -$11.7K -3,936 -14%
JP Morgan Chase
24
JP Morgan Chase
New York
$51.5K
CIBC Asset Management
25
CIBC Asset Management
Ontario, Canada
$43.9K

CARM Hedge Fund Activity: Q4 2023 in Review

50 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Carisma Therapeutics (CARM) for Q4 2023, worth a combined $26.6M — down 33% from $39.6M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of CARM and 3 opened new positions — a net loss of 8 holders — while 13 trimmed existing stakes and 18 added.

The largest buyer was Morgan Stanley, adding an estimated $410K. The largest seller was Trustees of The University of Pennsylvania, cutting an estimated $1.51M.

  • 50 institutional investors held Carisma Therapeutics (CARM) as of Q4 2023, down from 58 in Q3 2023.
  • Funds reported $26.6M of Carisma Therapeutics stock for Q4 2023, down 33% quarter-over-quarter.
  • 3 funds opened new Carisma Therapeutics positions in Q4 2023 and 11 closed out, a net change of -8 holders.
  • The largest Carisma Therapeutics buyer in Q4 2023 was Morgan Stanley, an estimated $410K added.
  • The largest Carisma Therapeutics seller in Q4 2023 was Trustees of The University of Pennsylvania, an estimated $1.51M sold.

Based on aggregated 13F filings for Q4 2023.