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Castellum

17 hedge funds and large institutions have $262K invested in Castellum in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
17
Holders Change
Holders Change %
0%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MFG
1
Magnus Financial Group
New York
$57.6K 250,000
MWM
2
Meridian Wealth Management
Kentucky
$51.8K 225,000 +69,000 +44%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$36.1K 156,682 -69,145 -31%
KPWS
4
Kestra Private Wealth Services
Texas
$35.3K 153,323
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.2K 53,169 +30,176 +131%
AIP
6
Almanack Investment Partners
Pennsylvania
$11.5K 50,000
State Street
7
State Street
Massachusetts
$11.5K 49,900 +34,800 +230%
BlackRock
8
BlackRock
New York
$10.9K 47,469 -1,918 -4%
Northern Trust
9
Northern Trust
Illinois
$10.6K 46,025
Charles Schwab
10
Charles Schwab
California
$7.9K 34,318
BTI
11
Blue Trust Inc
Georgia
$7K 14,724
TSS
12
Two Sigma Securities
New York
$6.92K 30,060 +30,060 New
TRCT
13
Tower Research Capital (TRC)
New York
$2.66K 11,575 +9,050 +358%
Bank of America
14
Bank of America
North Carolina
$239 1,037 +1,037 New
Wells Fargo
15
Wells Fargo
California
$35 152 -114 -43%
UBS Group
16
UBS Group
Switzerland
$17 75 +75 New
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$2 9 +9 New
CIBC Asset Management
18
CIBC Asset Management
Ontario, Canada
-39,629 Closed
VF
19
Virtu Financial
New York
-20,212 Closed
IWC
20
Integrated Wealth Concepts
Massachusetts
-20,000 Closed
Renaissance Technologies
21
Renaissance Technologies
New York
-14,600 Closed
CFGS
22
Concourse Financial Group Securities
Alabama