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Castellum

25 hedge funds and large institutions have $3.31M invested in Castellum in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

25% more funds holding

Funds holding: 2025 (+5)

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

3.37% less ownership

Funds ownership: 7.27%3.9% (-3.4%)

65% less capital invested

Capital invested by funds: $9.53M → $3.31M (-$6.22M)

Holders
25
Holders Change
+5
Holders Change %
+25%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
6
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$678K +$590K +555,687 +662%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$636K -$667K -627,822 -51%
MWM
3
Meridian Wealth Management
Kentucky
$616K -$9.14K -8,600 -1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$444K +$126K +118,882 +40%
State Street
5
State Street
Massachusetts
$165K +$113K +106,100 +213%
BlackRock
6
BlackRock
New York
$135K +$135K +127,421 New
Northern Trust
7
Northern Trust
Illinois
$99.8K +$51.1K +48,095 +104%
CSS
8
Cubist Systematic Strategies
Connecticut
$71.7K +$71.9K +67,680 New
XT
9
XTX Topco
Cayman Islands
$69.3K +$69.5K +65,419 New
IC
10
Inscription Capital
Texas
$65K +$266K +250,000 New
AIP
11
Almanack Investment Partners
Pennsylvania
$53K
TC
12
TownSquare Capital
Utah
$47.4K
PAS
13
PKS Advisory Services
New York
$44.8K +$1 +1 +0%
TRCT
14
Tower Research Capital (TRC)
New York
$41.3K +$40.7K +38,301 +5,803%
MML Investors Services
15
MML Investors Services
Massachusetts
$30K +$29.7K +27,937 New
KPWS
16
Kestra Private Wealth Services
Texas
$28.9K -$1.06K -1,000 -4%
VF
17
Virtu Financial
New York
$20K +$20.3K +19,129 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$18.8K +$18.8K +17,691 New
TSS
19
Two Sigma Securities
New York
$18.3K +$18.3K +17,230 New
BTI
20
Blue Trust Inc
Georgia
$15.6K
Creative Planning
21
Creative Planning
Kansas
$10.6K +$10.6K +10,000 New
WIM
22
Westside Investment Management
California
$721 +$723 +680 New
Bank of America
23
Bank of America
North Carolina
$387 -$772 -727 -67%
ACA
24
American Capital Advisory
Idaho
$363 +$363 +342 New
UBS Group
25
UBS Group
Switzerland
$81 -$35.5K -33,419 -100%

CTM Hedge Fund Activity: Q1 2025 in Review

25 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Castellum (CTM) for Q1 2025, worth a combined $3.31M — down 65% from $9.53M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CTM positions and 6 closed out — a net gain of 5 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Vanguard Group, adding an estimated $590K. The largest seller was Armistice Capital, exiting entirely with an estimated $3.07M sold.

  • 25 institutional investors held Castellum (CTM) as of Q1 2025, up from 20 in Q4 2024.
  • Funds reported $3.31M of Castellum stock for Q1 2025, down 65% quarter-over-quarter.
  • 11 funds opened new Castellum positions in Q1 2025 and 6 closed out, a net change of +5 holders.
  • The largest Castellum buyer in Q1 2025 was Vanguard Group, an estimated $590K added.
  • The largest Castellum seller in Q1 2025 was Armistice Capital, an estimated $3.07M sold.

Based on aggregated 13F filings for Q1 2025.