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Castellum
CTM

33 hedge funds and large institutions have $7.3M invested in Castellum in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

121% more capital invested

Capital invested by funds: $3.31M → $7.3M (+$3.99M)

32% more funds holding

Funds holding: 25 → 33 (+8)

4.18% more ownership

Funds ownership: 3.9% → 8.08% (+4.2%)

Holders
33
Holders Change
+8
Holders Change %
+32%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
8
Reduced
2
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EIM
Essex Investment Management
Massachusetts
+$2.15M
2
LCM
Legato Capital Management
California
+$638K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$423K
4
Jane Street
Jane Street
New York
+$200K
5
SAI
Savvy Advisors Inc
New York
+$196K

Top Sellers

Rank Fund Capital Flow
1
IC
Inscription Capital
Texas
-$244K
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$103K
3
TC
TownSquare Capital
Utah
-$47.4K
4
TRCT
Tower Research Capital (TRC)
New York
-$41.3K
5
MML Investors Services
MML Investors Services
Massachusetts
-$30K
Name Holding Trade Value Shares
Change 		Change in
Stake
IC
26
Inscription Capital
Texas
$13.1K -$244K -237,500 -95%
NCFG
27
New Century Financial Group
New Jersey
$12.6K +$12.3K +12,000 New
Creative Planning
28
Creative Planning
Kansas
$10.5K – – –
SS
29
Sunbelt Securities
Texas
$6K +$3.08K +3,000 New
GRP
30
Global Retirement Partners
California
$5.05K +$4.94K +4,812 New
SFCL
31
Strengthening Families & Communities LLC
Massachusetts
$2.86K +$2.77K +2,700 New
Bank of America
32
Bank of America
North Carolina
$619 +$230 +224 +61%
UBS Group
33
UBS Group
Switzerland
$80 – – –
TC
34
TownSquare Capital
Utah
– -$47.4K -44,750 Closed
TRCT
35
Tower Research Capital (TRC)
New York
– -$41.3K -38,961 Closed
MML Investors Services
36
MML Investors Services
Massachusetts
– -$30K -27,937 Closed
TSS
37
Two Sigma Securities
New York
– -$18.3K -17,230 Closed
WIM
38
Westside Investment Management
California
– -$721 -680 Closed
ACA
39
American Capital Advisory
Idaho
– -$363 -342 Closed
1
2

CTM Hedge Fund Activity: Q2 2025 in Review

33 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Castellum (CTM) for Q2 2025, worth a combined $7.3M — up 121% from $3.31M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CTM positions and 6 closed out — a net gain of 8 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Essex Investment Management, opening a new position worth an estimated $2.15M. The largest seller was Inscription Capital, cutting an estimated $244K.

  • 33 institutional investors held Castellum (CTM) as of Q2 2025, up from 25 in Q1 2025.
  • Funds reported $7.3M of Castellum stock for Q2 2025, up 121% quarter-over-quarter.
  • 14 funds opened new Castellum positions in Q2 2025 and 6 closed out, a net change of +8 holders.
  • The largest Castellum buyer in Q2 2025 was Essex Investment Management, an estimated $2.15M added.
  • The largest Castellum seller in Q2 2025 was Inscription Capital, an estimated $244K sold.

Based on aggregated 13F filings for Q2 2025.