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Castellum

27 hedge funds and large institutions have $4.56M invested in Castellum in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.56% less ownership

Funds ownership: 13.73%8.18% (-5.6%)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

33% less funds holding

Funds holding: 4027 (-13)

58% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 19

61% less capital invested

Capital invested by funds: $11.7M → $4.56M (-$7.17M)

Holders
27
Holders Change
-13
Holders Change %
-32.5%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
4
Reduced
5
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1
Vanguard Capital Management
Pennsylvania
$1.82M +$2.75M +3,081,257 New
Geode Capital Management
2
Geode Capital Management
Massachusetts
$557K +$153K +171,175 +22%
MWM
3
Meridian Wealth Management
Kentucky
$463K +$36.3K +40,650 +5%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$369K +$559K +626,100 New
VFT
5
Vanguard Fiduciary Trust
Pennsylvania
$247K +$373K +418,324 New
State Street
6
State Street
Massachusetts
$179K
BlackRock
7
BlackRock
New York
$157K
Jane Street
8
Jane Street
New York
$140K -$95.6K -107,068 -31%
SAI
9
Savvy Advisors Inc
New York
$131K
Northern Trust
10
Northern Trust
Illinois
$107K -$25.6K -28,709 -14%
UBS Group
11
UBS Group
Switzerland
$90.6K -$1.79M -2,001,628 -93%
SEI Investments
12
SEI Investments
Pennsylvania
$71.7K -$189K -211,497 -63%
BCM
13
Bridgeway Capital Management
Texas
$55.9K
AIP
14
Almanack Investment Partners
Pennsylvania
$29.5K
HF
15
HRT Financial
New York
$19K +$30.2K +33,836 New
Pathstone Holdings
16
Pathstone Holdings
New Jersey
$18.4K
VGA
17
Vanguard Global Advisers
Pennsylvania
$16.1K +$24.4K +27,344 New
KPWS
18
Kestra Private Wealth Services
Texas
$16.1K
CAI
19
Capital Advisors Inc
Oklahoma
$13K +$19.6K +22,000 New
GSC
20
Ground Swell Capital
South Carolina
$12.4K +$18.8K +21,090 New
Creative Planning
21
Creative Planning
Kansas
$12K +$286 +320 +2%
TSS
22
Two Sigma Securities
New York
$8.97K +$13.6K +15,222 New
BTI
23
Blue Trust Inc
Georgia
$8.68K
IC
24
Inscription Capital
Texas
$7.37K
WG
25
Welch Group
Alabama
$5.89K

CTM Hedge Fund Activity: Q1 2026 in Review

27 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Castellum (CTM) for Q1 2026, worth a combined $4.56M — down 61% from $11.7M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of CTM and 8 opened new positions — a net loss of 11 holders — while 5 trimmed existing stakes and 4 added.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $559K. The largest seller was Essex Investment Management, exiting entirely with an estimated $1.91M sold.

  • 27 institutional investors held Castellum (CTM) as of Q1 2026, down from 40 in Q4 2025.
  • Funds reported $4.56M of Castellum stock for Q1 2026, down 61% quarter-over-quarter.
  • 8 funds opened new Castellum positions in Q1 2026 and 19 closed out, a net change of -11 holders.
  • The largest Castellum buyer in Q1 2026 was CAPTRUST Financial Advisors, an estimated $559K added.
  • The largest Castellum seller in Q1 2026 was Essex Investment Management, an estimated $1.91M sold.

Based on aggregated 13F filings for Q1 2026.