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Castellum
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Overview Fund Activity

20 hedge funds and large institutions have $535K invested in Castellum in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Meridian Wealth Management
Kentucky
$150K
2
IC
2
Inscription Capital
Texas
$74.5K
3
Citadel Advisors
3
Citadel Advisors
Florida
$19.9K
4
VF
4
Virtu Financial
New York
$17K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$24.9K

Top Sellers

1
TSS
1
Two Sigma Securities
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$2
3
BlackRock
3
BlackRock
New York
$14K
4
UBS Group
4
UBS Group
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
1
Meridian Wealth Management
Kentucky
$150K 503,500 +278,500 +124%
MFG
2
Magnus Financial Group
New York
$74.5K 250,000 – –
IC
3
Inscription Capital
Texas
$74.5K 250,000 +250,000 New
Geode Capital Management
4
Geode Capital Management
Massachusetts
$46.7K 156,682 – –
KPWS
5
Kestra Private Wealth Services
Texas
$45.7K 153,323 – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$24.9K 83,675 +30,506 +57%
Citadel Advisors
7
Citadel Advisors
Florida
$19.9K 66,865 +66,865 New
VF
8
Virtu Financial
New York
$17K 56,682 +56,682 New
AIP
9
Almanack Investment Partners
Pennsylvania
$14.9K 50,000 – –
State Street
10
State Street
Massachusetts
$14.9K 49,900 – –
BlackRock
11
BlackRock
New York
$14K 46,921 -548 -1%
Northern Trust
12
Northern Trust
Illinois
$13.7K 46,025 – –
Charles Schwab
13
Charles Schwab
California
$10.2K 34,318 – –
TRCT
14
Tower Research Capital (TRC)
New York
$6.22K 20,873 +9,298 +80%
XT
15
XTX Topco
Cayman Islands
$4.4K 14,769 +14,769 New
BTI
16
Blue Trust Inc
Georgia
$3K 14,724 – –
Wells Fargo
17
Wells Fargo
California
$48 161 +9 +6%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$4 14 +5 +56%
Bank of America
19
Bank of America
North Carolina
$2 8 -1,029 -99%
TSS
20
Two Sigma Securities
New York
– – -30,060 Closed
UBS Group
21
UBS Group
Switzerland
– – -75 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$0 298 +298 New