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Castellum

40 hedge funds and large institutions have $11.7M invested in Castellum in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $9.27M → $11.7M (+$2.46M)

4.59% more ownership

Funds ownership: 9.15%13.73% (+4.6%)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

5% less funds holding

Funds holding: 4240 (-2)

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.14M +$2.34M +2,195,312 +172%
UBS Group
2
UBS Group
Switzerland
$1.95M +$2.28M +2,133,376 +9,795%
EIM
3
Essex Investment Management
Massachusetts
$1.91M -$42.3K -39,588 -2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$699K +$53.6K +50,197 +7%
MWM
5
Meridian Wealth Management
Kentucky
$673K +$64.7K +60,550 +9%
LCM
6
Legato Capital Management
California
$615K +$63.6K +59,536 +10%
Goldman Sachs
7
Goldman Sachs
New York
$319K -$16.1K -15,106 -4%
Jane Street
8
Jane Street
New York
$311K +$8.69K +8,138 +2%
SEI Investments
9
SEI Investments
Pennsylvania
$301K +$356K +333,071 New
State Street
10
State Street
Massachusetts
$274K
BlackRock
11
BlackRock
New York
$240K
SAI
12
Savvy Advisors Inc
New York
$200K -$5.55K -5,200 -2%
QC
13
Quadrature Capital
United Kingdom
$196K +$173K +161,752 +290%
Northern Trust
14
Northern Trust
Illinois
$190K +$74.9K +70,128 +50%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$92.6K +$90.6K +84,865 +480%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$90.3K -$267K -250,000 -71%
BCM
17
Bridgeway Capital Management
Texas
$85.6K
Two Sigma Investments
18
Two Sigma Investments
New York
$68.1K -$2.33K -2,181 -3%
AIP
19
Almanack Investment Partners
Pennsylvania
$45.2K
IA
20
Inspire Advisors
Idaho
$37.7K +$44.5K +41,700 New
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$31.3K +$37K +34,668 New
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$28.2K
KPWS
23
Kestra Private Wealth Services
Texas
$24.6K
Citigroup
24
Citigroup
New York
$24.2K -$2.29K -2,148 -7%
Squarepoint
25
Squarepoint
New York
$24.2K +$28.6K +26,781 New

CTM Hedge Fund Activity: Q4 2025 in Review

40 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Castellum (CTM) for Q4 2025, worth a combined $11.7M — up 27% from $9.27M a quarter earlier.

Fund positioning in CTM was balanced in Q4 2025: 8 funds opened new positions, 8 closed out, 12 added to existing stakes and 11 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.34M. The largest seller was Bank of New York Mellon, cutting an estimated $267K.

  • 40 institutional investors held Castellum (CTM) as of Q4 2025, down from 42 in Q3 2025.
  • Funds reported $11.7M of Castellum stock for Q4 2025, up 27% quarter-over-quarter.
  • 8 funds opened new Castellum positions in Q4 2025 and 8 closed out, a net change of 0 holders.
  • The largest Castellum buyer in Q4 2025 was Vanguard Group, an estimated $2.34M added.
  • The largest Castellum seller in Q4 2025 was Bank of New York Mellon, an estimated $267K sold.

Based on aggregated 13F filings for Q4 2025.