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Castellum

42 hedge funds and large institutions have $9.27M invested in Castellum in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 4

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

27% more funds holding

Funds holding: 3342 (+9)

27% more capital invested

Capital invested by funds: $7.3M → $9.27M (+$1.97M)

1.07% more ownership

Funds ownership: 8.08%9.15% (+1.1%)

Holders
42
Holders Change
+9
Holders Change %
+27.27%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
16
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$23.7K +$25.2K +21,705 +28,559%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$19.3K -$22 -19 -0.1%
RWM
28
Revisor Wealth Management
Ohio
$18.8K +$20.9K +17,941 New
GRP
29
Global Retirement Partners
California
$17.9K +$13.5K +11,627 +242%
IAA
30
Independent Advisor Alliance
North Carolina
$17.4K +$18.5K +15,941 New
TWM
31
TCFG Wealth Management
California
$17K +$18.1K +15,596 New
GWM
32
GK Wealth Management
Nevada
$16.6K +$17.7K +15,204 New
BTI
33
Blue Trust Inc
Georgia
$16K
BCA
34
Bay Colony Advisors
Massachusetts
$13.8K +$14.7K +12,630 New
IC
35
Inscription Capital
Texas
$13.6K
NCFG
36
New Century Financial Group
New Jersey
$13.1K
Creative Planning
37
Creative Planning
Kansas
$10.9K
TRCT
38
Tower Research Capital (TRC)
New York
$9.85K +$10.5K +9,034 New
Bank of America
39
Bank of America
North Carolina
$744 +$109 +94 +16%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$570 +$581 +500 New
PD
41
Point72 (DIFC)
United Arab Emirates
$337 +$359 +309 New
JP Morgan Chase
42
JP Morgan Chase
New York
$34 +$36 +31 New
VF
43
Virtu Financial
New York
-$110K -105,126 Closed
HF
44
HRT Financial
New York
-$52K -50,395 Closed
Squarepoint
45
Squarepoint
New York
-$25.1K -23,940 Closed
SS
46
Sunbelt Securities
Texas
-$6K -3,000 Closed
SFCL
47
Strengthening Families & Communities LLC
Massachusetts
-$2.86K -2,700 Closed

CTM Hedge Fund Activity: Q3 2025 in Review

42 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Castellum (CTM) for Q3 2025, worth a combined $9.27M — up 27% from $7.3M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CTM positions and 5 closed out — a net gain of 9 holders — while 16 added to existing stakes and 4 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $428K. The largest seller was Bank of New York Mellon, cutting an estimated $174K.

  • 42 institutional investors held Castellum (CTM) as of Q3 2025, up from 33 in Q2 2025.
  • Funds reported $9.27M of Castellum stock for Q3 2025, up 27% quarter-over-quarter.
  • 14 funds opened new Castellum positions in Q3 2025 and 5 closed out, a net change of +9 holders.
  • The largest Castellum buyer in Q3 2025 was Goldman Sachs, an estimated $428K added.
  • The largest Castellum seller in Q3 2025 was Bank of New York Mellon, an estimated $174K sold.

Based on aggregated 13F filings for Q3 2025.